Founder of TechBuzz China, a media and research company covering Chinese technology; angel investor with focus on cross-border tech dynamics.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Huawei is advancing rapidly on semiconductor self-sufficiency, using cluster-scale architecture (connecting more chips into giant systems) rather than matching Nvidia chip-for-chip; they have a 256,000-chip cluster in deployment supporting 10T+ parameter models, with a 4,000-chip pod target for next year scaling to a million-chip cluster, enabling Chinese model companies to train trillion-parameter models on domestic hardware.