many americans do seem to view Chinese people as NPCs, from my perspective, but I don't know it's only for Chinese or it's also for people of all other cultures
I think you're right. If someone's into tech but also follows finance/economics, they might notice something familiar—the AI industry (especially GPUs) is getting financialized.
The market forces players to churn out GPUs like the Fed prints dollars. NVIDIA doesn't even need to make real GPUs—just hype up demand projections, performance claims, and order numbers.
Efficiency doesn't matter here. Nobody's tracking real returns—it's all about keeping the cash flowing.
The Chinese gov spent a lot of money trying to support chip manufacturing but kept failing from 2000 to 2020.
Every company preferred to buy chips from the US or outsource manufacturing to TSMC. Local semiconductor companies, especially in manufacturing, moved super slowly, even freezing up at times.
Then, when the chip ban happened, all local companies were forced to buy and manufacture chips locally. Those struggling semiconductor companies suddenly got all the resources and market overnight.
1. Stargate is just another strategic deception like Star Wars. It aims to mislead China into diverting vast resources into an unattainable, low-return arms race, thereby hindering its ability to focus on other critical areas.
2. We must keep producing more and more GPUs. We must eat GPUs at breakfast, lunch, and dinner — otherwise, the bubble will burst, and the consequences will be unbearable.
3. Maybe it's just a good time to let the bubble burst. That's why Wall Street media only noticed DeepSeek-R1 but not V3/V2, and how medias ignored the LLM price war which has been raging in China throughout 2024.
If you dig into 10-Ks of MSFT and NVDA, it’s very likely the AI industry was already overcapacity even before Stargate. So in my opinion, I think #3 is the most likely.
Just some nonsense — don't take my words seriously.
as DeepSeek wasn't among China's major AI players before the R1 release, having maintained a relatively low profile. In fact, both DeepSeek-V2 and V3 had outperformed many competitors, I've seen some posts about that. However, these achievements received limited mainstream attention prior to their breakthrough release.
I'm a CPC(you guys call it 'CCP') member
Be careful
I collected your browser history and PornHub activities just after you accessed the dark leviathan LLM developed by our parter Alibaba
Send me $50 worth BTC or we'll publish your PornHub activities in HN, and cc to your contacts
it's quite like Trump's 'CHINA!' yelling
I don't know, just a guess