China's AI Chip Deficit: Why Huawei Can't Catch Nvidia(cfr.org)
cfr.org
China's AI Chip Deficit: Why Huawei Can't Catch Nvidia
https://www.cfr.org/article/chinas-ai-chip-deficit-why-huawei-cant-catch-nvidia-and-us-export-controls-should-remain
1 comments
Is it actually possible that nvidia chips will have 50TB/s bandwidth by 2028? Right now it shows they are at 8 TB/s. To me it seems the Nvidia forecast is a very, very optimistic exponential. Nontheless, Huawei not matching the scale of production seems to be the biggest hurdle