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How are these "capacity constrained" Chinese companies running inference without Hoppers and Blackwells ?
by MaxPock 4mo ago
How are these "capacity constrained" Chinese companies running inference without Hoppers and Blackwells ?
- dijit 4mo agoMaking their own NPUs for inference probably, you don't have to buy NVidia for inference. Google doesn't.
- lukax 4mo agoHuawei Ascend AI Accellerators. DeepSeek V4 model architecture was optimized for Chinese hardware.
- martinald 4mo agoThey can (not entirely sure how 'grey' market this is) either have subsidiaries outside of china (eg: singapore) that provide the inference and/or just rent it off the public gpu clouds.
- axus 4mo agohttps://www.cnbc.com/2026/03/19/us-tech-execs-smuggled-nvidia-chips-to-china-prosecutors-say.html https://www.cnbc.com/2026/03/19/us-tech-execs-smuggled-nvidi...