Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

Delphi AI researcher Accelxr 👾 explains how China is scaling AI compute with domestic chips. “These superclusters take a ton of Ascend chips and combine them together. The supercluster itself has, I think, over 500k Ascend chips. They're pushing on it for sure.”

Delphi_Digital's profile picture

Delphi Digital

1,533,651 subscribers

26,726 Aufrufe • vor 1 Tag •via X (Twitter)

Nachrichten & PolitikWissenschaft & Technologie
LIVE

Anya Rossi• Live Now

Private livecam show

3 Kommentare

Profilbild von Delphi Digital
Delphi Digitalvor 1 Tag

Watch the full episode here.

Profilbild von Omega
Omegavor 23 Stunden

@accelxr The replies under Delphi researcher are going to be unhinged and I am here for it.

Profilbild von Qmatrix
Qmatrixvor 18 Stunden

@accelxr 500k chips means a massive labeling bottleneck. We see that scale in data curation. 🧪

Ähnliche Videos

Delphi AI researcher Accelxr 👾 explains how Chinese labs are optimizing AI for domestic chips. “The Chinese labs have actually been going beneath that, handwriting low-level GPU instructions and exploiting some of the chip behaviors at a lower level.”
1:08

Delphi AI researcher Accelxr 👾 explains how Chinese labs are optimizing AI for domestic chips. “The Chinese labs have actually been going beneath that, handwriting low-level GPU instructions and exploiting some of the chip behaviors at a lower level.”

Delphi Digital

37,832 Aufrufe • vor 2 Tagen

Delphi AI researcher Accelxr 👾 explains why inference could strengthen China’s position despite its compute disadvantage. “If the axis of competition has actually shifted from the training side to the serving side, all of these innovations... make them better situated.”
0:56

Delphi AI researcher Accelxr 👾 explains why inference could strengthen China’s position despite its compute disadvantage. “If the axis of competition has actually shifted from the training side to the serving side, all of these innovations... make them better situated.”

Delphi Digital

38,776 Aufrufe • vor 9 Tagen

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”
4:51

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

245,936 Aufrufe • vor 1 Monat

Delphi AI researcher Accelxr 👾 explains why China’s AI progress is more than just distillation. “Distillation can explain a large chunk of the capability and benchmark side, but it can’t explain a lot of the things they’ve shipped... The research is quite impressive.”
0:47

Delphi AI researcher Accelxr 👾 explains why China’s AI progress is more than just distillation. “Distillation can explain a large chunk of the capability and benchmark side, but it can’t explain a lot of the things they’ve shipped... The research is quite impressive.”

Delphi Digital

37,686 Aufrufe • vor 12 Tagen

New Delphi Podcast with Accelxr 👾, author of our latest report on China’s AI labs He went into the research thinking China was mostly distilling US models and benchmark-maxing. He came out with a very different view We cover: – Why DeepSeek is doing real research, not just copying – How Chinese labs are optimizing below CUDA – Why China’s electricity advantage could matter more than chips – Whether cheap open-source models are part of a broader strategy – Why more Chinese AI talent is returning home – Whether restricting NVIDIA chips could actually accelerate China’s independence – What happens if China reaches full AI training sovereignty 00:00 Intro 00:35 Is China Innovating or Just Distilling? 06:10 DeepSeek and China’s Leading AI Labs 10:15 How China Is Working Around Weaker Chips 18:25 China’s Biggest AI Advantage: Electricity 29:45 Three Scenarios for the US-China AI Race 40:20 America’s AI Talent Advantage Is Reversing 47:45 China’s Path to AI Sovereignty Full episode:
55:10

New Delphi Podcast with Accelxr 👾, author of our latest report on China’s AI labs He went into the research thinking China was mostly distilling US models and benchmark-maxing. He came out with a very different view We cover: – Why DeepSeek is doing real research, not just copying – How Chinese labs are optimizing below CUDA – Why China’s electricity advantage could matter more than chips – Whether cheap open-source models are part of a broader strategy – Why more Chinese AI talent is returning home – Whether restricting NVIDIA chips could actually accelerate China’s independence – What happens if China reaches full AI training sovereignty 00:00 Intro 00:35 Is China Innovating or Just Distilling? 06:10 DeepSeek and China’s Leading AI Labs 10:15 How China Is Working Around Weaker Chips 18:25 China’s Biggest AI Advantage: Electricity 29:45 Three Scenarios for the US-China AI Race 40:20 America’s AI Talent Advantage Is Reversing 47:45 China’s Path to AI Sovereignty Full episode:

Tommy

80,485 Aufrufe • vor 13 Tagen

Delphi AI researcher Accelxr 👾 explains why Nvidia’s move into open models could make it a competitor to its own customers. “Nvidia is best positioned to extract maximum throughput for their models out of their own tech stack.”
0:25

Delphi AI researcher Accelxr 👾 explains why Nvidia’s move into open models could make it a competitor to its own customers. “Nvidia is best positioned to extract maximum throughput for their models out of their own tech stack.”

Delphi Digital

22,422 Aufrufe • vor 5 Tagen

Greg Brockman on AI-designed chips and the future of compute >openai used their own models to design their chips, faster and probably better than human engineers >in the future everyone would have an agent that works 24/7 for them. Restriction: compute, at the moment
2:12

Greg Brockman on AI-designed chips and the future of compute >openai used their own models to design their chips, faster and probably better than human engineers >in the future everyone would have an agent that works 24/7 for them. Restriction: compute, at the moment

Chubby♨️

209,854 Aufrufe • vor 11 Monaten

🚨 ELON MUSK: "For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win."
1:33

🚨 ELON MUSK: "For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win."

DogeDesigner

57,283 Aufrufe • vor 1 Jahr

"For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win." 一 Elon Musk
1:33

"For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win." 一 Elon Musk

DogeDesigner

44,752 Aufrufe • vor 7 Monaten

FULL INTERVIEW: Dylan Patel joins TBPN at the Cisco AI summit to discuss data centers in space, the limits of today’s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and servicing challenges 02:39 Tesla FSD vs GPU reliability 05:18 Nvidia, Groq, and specialized AI chips 06:41 Cerebras and speed-first inference 09:55 xAI rumors and space compute bets 11:00 Starlink power and scaling limits 15:38 TSMC vs energy bottlenecks 27:02 Chips to China and geopolitics 30:32 Claude code and vibe coding 36:44 Meta, wearables, and the AI bull case
43:42

FULL INTERVIEW: Dylan Patel joins TBPN at the Cisco AI summit to discuss data centers in space, the limits of today’s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and servicing challenges 02:39 Tesla FSD vs GPU reliability 05:18 Nvidia, Groq, and specialized AI chips 06:41 Cerebras and speed-first inference 09:55 xAI rumors and space compute bets 11:00 Starlink power and scaling limits 15:38 TSMC vs energy bottlenecks 27:02 Chips to China and geopolitics 30:32 Claude code and vibe coding 36:44 Meta, wearables, and the AI bull case

TBPN

41,393 Aufrufe • vor 7 Monaten

🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.
0:40

🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.

NEXTA

38,160 Aufrufe • vor 4 Monaten

Elon about Terafab: “We’re not going to do just conventional compute, I think there’s some very interesting new physics” Very interesting! NVIDIA style chips are just one way of doing AI compute. Is Elon talking about analog AI? Neuromorphic chips? I hope it’s something very ambitious. I think we’re stuck in a local minima in AI hardware and I’m excited to see a big ambitious R&D effort to try and break out. Here’s the meat of the Terafab announcement where he describes what makes it different from all other AI hardware efforts.
1:39

Elon about Terafab: “We’re not going to do just conventional compute, I think there’s some very interesting new physics” Very interesting! NVIDIA style chips are just one way of doing AI compute. Is Elon talking about analog AI? Neuromorphic chips? I hope it’s something very ambitious. I think we’re stuck in a local minima in AI hardware and I’m excited to see a big ambitious R&D effort to try and break out. Here’s the meat of the Terafab announcement where he describes what makes it different from all other AI hardware efforts.

Phil Trubey

26,265 Aufrufe • vor 5 Monaten

How to build a new AI paradigm, with Danyal A deeply ambitious new AI infrastructure company, based in London, launches today. Callosum has just raised $10.25m, led by Plural, to unlock a world of heterogeneous compute that optimises between performance, cost, speed + sovereignty If they're right, the implications go well beyond efficiency. If Callosum wins, they will build a global company by redistributing leverage globally, breaking our dependency on today’s dominant AI paradigm & rebuilding optionality across the world 00:00 The Brain as an Analogy for AI 04:38 Why One Big Model Fails 06:57 The Heterogeneous Compute Spectrum, from Datacentres to Edge Computing 11:54 Orchestrating Chips and Models 16:58 Supply, Demand and the Hardware Lottery 29:36 Value Beyond Chips 30:43 Bringing Chips to Market 35:50 Dynamic Compute Future 39:22 Funding and Roadmap 43:39 Riskiest Assumptions and Scaling the Team
56:13

How to build a new AI paradigm, with Danyal A deeply ambitious new AI infrastructure company, based in London, launches today. Callosum has just raised $10.25m, led by Plural, to unlock a world of heterogeneous compute that optimises between performance, cost, speed + sovereignty If they're right, the implications go well beyond efficiency. If Callosum wins, they will build a global company by redistributing leverage globally, breaking our dependency on today’s dominant AI paradigm & rebuilding optionality across the world 00:00 The Brain as an Analogy for AI 04:38 Why One Big Model Fails 06:57 The Heterogeneous Compute Spectrum, from Datacentres to Edge Computing 11:54 Orchestrating Chips and Models 16:58 Supply, Demand and the Hardware Lottery 29:36 Value Beyond Chips 30:43 Bringing Chips to Market 35:50 Dynamic Compute Future 39:22 Funding and Roadmap 43:39 Riskiest Assumptions and Scaling the Team

Andrew Bennett

11,813 Aufrufe • vor 6 Monaten

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.
1:15

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.

CryptoGoos

14,652 Aufrufe • vor 3 Monaten

Callosum Technologies co-founder Danyal Akarca explains how the UK startup is looking to match AI workloads with the right combination of chips and models to cut costs and improve efficiency
1:27

Callosum Technologies co-founder Danyal Akarca explains how the UK startup is looking to match AI workloads with the right combination of chips and models to cut costs and improve efficiency

Bloomberg

35,796 Aufrufe • vor 26 Tagen

“If we can make AI make better chips, then those chips can power the next generation of AI models.” Startup ‘Ricursive Intelligence,’ founded by Azalia Mirhoseini and Anna Goldie, has been building AI tools to do just that: to speed up the chip design process. The company’s name is a nod to “recursive self-improvement,” the idea that AI could one day bootstrap itself without human involvement. If they’re successful, Goldie and Mirhoseini could revolutionize the way the chip industry works. At the moment, AI companies mostly optimize their models for certain chips. But in a future where chip design happens far faster, it could work the other way around: chips optimized for specific models. The founders are on the TIME100 AI, the list of people shaping the development of AI in 2026. See the full list:
1:12

“If we can make AI make better chips, then those chips can power the next generation of AI models.” Startup ‘Ricursive Intelligence,’ founded by Azalia Mirhoseini and Anna Goldie, has been building AI tools to do just that: to speed up the chip design process. The company’s name is a nod to “recursive self-improvement,” the idea that AI could one day bootstrap itself without human involvement. If they’re successful, Goldie and Mirhoseini could revolutionize the way the chip industry works. At the moment, AI companies mostly optimize their models for certain chips. But in a future where chip design happens far faster, it could work the other way around: chips optimized for specific models. The founders are on the TIME100 AI, the list of people shaping the development of AI in 2026. See the full list:

TIME

38,584 Aufrufe • vor 19 Tagen