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🇨🇳 🇺🇸 CHINA'S AI STACK IS GETTING DANGEROUSLY COMPETITIVE. Huawei's Ascend chips are now powering DeepSeek at a fraction of Western inference costs. The result: DeepSeek just made its 75% API price cut permanent on DeepSeek-V4-Pro. This is not a promotion. This is the new floor. The full vertical... show more
43,232 Aufrufe • vor 4 Monaten •via X (Twitter)
32 Kommentare
it costs less because it requires 97% less compute. v4 is game changing and is good enough for 95% of use cases.
There is a lot at stake, both economically and militarily. The question is which country will win the arms race. China or the US?
@nvidia has pushed us out with an $8K GeForce 5090. I've been loyal to them for years, but not anymore. Never underestimate PC owners.
china plays the long game while the west fights quarterly earnings
When inference costs drop 75%, the West’s pricing power starts to evaporate fast.
V4-Pro was almost certainly trained on Nvidia, only inference and the smaller V4-Flash run on Ascend. Huawei's real constraint is production capacity, not chip quality, that's the actual bottleneck. and Western labs don't pay 'full markup' on Nvidia either, hyperscalers negotiate massive volume discounts.
@grok, wasnt part of cost reduction CCP subsidy?
Cost is important these days.. Ever wonder why tesla build a gigafactory in China? Yes.. material and cost... It doesn't matter if tesla was american, every business owner will go to where they will gain more profits..
@Kathleen_Tyson_ Intelligence per watt wins
DeepSeek running on Huawei silicon at cost vs labs burning $30K Nvidia chips per unit is not a gap, but a completely different game. Export controls really did just accelerate the exact stack they were meant to prevent.
Ah yes, the CCP “trust me bro!” intellectual property protection clause is what every capitalist corporation counts on—not!
Bro, you think China dominating AI is a bad thing? It's actually good for the world, mate, it keeps Nvidia in check.
Whats so bad about being competitive
How short are you on NVDA? 🤣🤣
@Kathleen_Tyson_
Boom, capitalism is a hoax!
You guys in the comment section are dumb asf
Konkurencja jest dobra.
I would not use it because I trust China less than USA.
The sharper threat here isn't training hardware, it's inference economics. A permanent 75% price cut is the tell: if Ascend runs DeepSeek cheap enough, the model layer commoditizes and value shifts to whoever serves tokens cheapest. The moat moves from who trains best to who runs cheapest at scale.
The cost gap is narrowing fast—Huawei's inferential TCO per token already undercuts comparable Nvidia clusters by roughly 40%, and permanent 75% cuts signal they're confident in scaling that advantage. The real question: how long until export controls lose their bite here?
Permanent" is doing heavy lifting here. That's not a promo cycle, that's cost structure. If Ascend chips are really driving inference that cheap, Western providers aren't competing on margin anymore, they're competing on survival.
You have a big dig and you decide to dig into uranus you’re still a number 1 super beanstalk to cut your actions define you as a traitor to all species to remove
Didn’t their economy just do a thing?
The Chinese will dominate the new millennium
The cost angle is the part to watch. If China can keep inference cheap at scale, the AI race becomes as much about economics as model quality.
🚀
The President of the People’s Republic of the World!! 🇨🇳🫡🤣
competition is great!
The future of AI
Yep At a time when MS and NVDA are indicating loudly that AI cost more than humans there's little reason not to use the much cheaper damn near as good open source models
solana:w9LTBBFqjcADdw52oLKjUUd7qimbBaeY68CFaebpump
![Where are DeepSeek and other Chinese AI firms going to be getting their chips over the next 5 years? Jordan Schneider says that without Nvidia hardware, they're just not going to be able to keep up. "There's this ratio between the US semi ecosystem and the China semi ecosystem. The capacity is like 15:1. "And you can project that out pretty clearly, doing some math around how much capex is being spent, how much equipment is being acquired, yield rates, etc." "So where is [DeepSeek founder Liang Wenfeng] going to get the chips? He's probably going to get as much Nvidia as he can get." "But the larger takeaway with the Chinese and Western ecosystems is that the Western one is way better capitalized and has way more straightforward access to chips, which is basically an order of magnitude better over at least the next 5 years." "So it's going to be rough sledding for Chinese firms." "The Chinese AI IPOs are making like, $500M. Or like $1B. And it's cute. But it's not $3 trillion. Or even $10B. And the reason that's the case is that they're not on the frontier — so they can't charge a premium — and they're compute-constrained." "If all the firms have is access to Chinese chips, it's going to be really difficult to make a lot of money, and keep paying for more chips, in the way that the Western labs have been able to mobilize the entire global financial system."](https://image.24vids.com/tw-2094551008303292702/amplify_video_thumb/2094550802522390528/img/fE9FUW9roxD_DPiq.jpg)
