Raghav Malik

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Raghav Malik

Raghav Malik

@RaghavSeeks

Seek truth, building wealth with $BABA 🚀

Abu Dhabi Katılım Ağustos 2017
371 Takip Edilen84 Takipçiler
Raghav Malik
Raghav Malik@RaghavSeeks·
@tphuang Hardly suprising. China building its own chip ecosystem while Nvidia scrambles to clear inventory.
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tphuang
tphuang@tphuang·
Note Tencent comment here: More domestic chips will enter usage in 2nd half of this yr. Ascend, Cambricon & Hygon being some of the obvious ones. Its capex will also increase. Will they buy H200? possibly, but they already access Nvidia for training outside of China. Domestic AI chip production is really stepping up this yr.
tphuang tweet media
Kakashii@kakashiii111

What if a coincidence is not a coincidence? 10 Chinese firms. Each one could get allocations of up to 75K H200s. In total: 700K. Nvidia holds 700K H200s in total in inventories that were at risk of a write-off. Jensen made it! He may finally be able to clear the inventory! Read my full article back in February: @kakashiii111/p-187873192" target="_blank" rel="nofollow noopener">substack.com/@kakashiii111/…

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Jason Smith - 上官杰文
Jason Smith - 上官杰文@ShangguanJiewen·
China, by far, remains the world manufacturing superpower. The US is a distant second, and everyone else is behind them over the horizon. Those who make factories, make money. Real, material economic energy creates wealth and prosperity.
Jason Smith - 上官杰文 tweet media
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ORF America
ORF America@ORFAmerica·
"Amid tensions with the United States, questions remain as to whether Europe can facilitate the development of true security and strategic autonomy." Some thoughts from @d_jaishankar on Europe's efforts at rearmament: bit.ly/3PtvhOu
ORF America tweet media
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Lakshmisha K S
Lakshmisha K S@lakshmishaks·
Rolls-Royce and HAL expanded India manufacturing plans through their joint venture to produce compressor shrouds, turbine parts and engine casings for civil and defence aerospace engines. The JV will supply global Rolls-Royce programmes from India-based production lines. m.economictimes.com/news/defence/r…
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Raghav Malik
Raghav Malik@RaghavSeeks·
@pplsartofwar Hardly surprising. Purpose-built robots already exist. Humanoids are a gimmick.
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People's Art of War 人民兵法
Same people that have been predicting AGI for years now are predicting humanoid robots replace us all. While vague posting. Meanwhile you go into an actual automated factory with robots. And realize humanoids are a gimmick.
Simo Ryu@cloneofsimo

People that are pessimistic on this video are the exact same people that were pessimistic on LLMs back in 2022 when they couldnt count r in strawberry or basic arithmetic You simply have no idea whats coming.

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Xie Feng 谢锋
Xie Feng 谢锋@AmbXieFeng·
President Xi on the #Taiwan question: 🔸The Taiwan question is the most important issue in China-U.S. relations. If it is handled properly, the bilateral relationship will enjoy overall stability. Otherwise, the two countries will have clashes and even conflicts, putting the entire relationship in great jeopardy. 🔸"Taiwan independence" and cross-Strait peace are as irreconcilable as fire and water.  🔸Safeguarding peace and stability across the Taiwan Strait is the biggest common denominator between China and the United States.
Xie Feng 谢锋 tweet media
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Xie Feng 谢锋
Xie Feng 谢锋@AmbXieFeng·
President Xi Jinping on China-U.S. economic and trade ties: 🔹Facts have shown time and again that trade wars have no winner, and China-U.S. economic ties are mutually beneficial and win-win in nature. 🔹Where disagreements and frictions exist, equal-footed consultation is the only right choice. 🔹Yesterday, our economic and trade teams produced generally balanced and positive outcomes. This is good news for the people of the two countries and the world. 🔹The two sides should jointly sustain the good momentum that we have worked hard to create.
Xie Feng 谢锋 tweet media
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وزارة المالية | الإمارات
The UAE continues to advance initiatives that support women’s participation across various economic sectors, contributing to more inclusive entrepreneurship and sustainable development. #MoFUAE
وزارة المالية | الإمارات tweet mediaوزارة المالية | الإمارات tweet media
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Jason Smith - 上官杰文
Jason Smith - 上官杰文@ShangguanJiewen·
AI cannot be grown without more energy. Who's got the most new energy? If you guessed China, you are paying attention.
Jason Smith - 上官杰文 tweet media
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Somnath Mukherjee
Somnath Mukherjee@somnath1978·
There's not been to many good news abt India lately. But there is hope... #google_vignette" target="_blank" rel="nofollow noopener">theprint.in/the-fineprint/…
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Prasad Satya
Prasad Satya@PrasadSatya10·
@omarali50 Spiral development and learning from operating experience is a good strategy. Over time, they will catch up with contemporary technology ,maybe advanced , and will end up with highly capable ,reliable systems. It's better than doing nothing waiting for perfection.
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Harsh Gupta Madhusudan
Harsh Gupta Madhusudan@harshmadhusudan·
India added more solar than the US last year. And the gap will increase over the years. Within a decade, India will overtake America in GDP PPP. We need to remain focused on hard infra, skilling and public health, EODB and smart industrial policy. The rest will fall in place.
Harsh Gupta Madhusudan tweet media
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Raghav Malik
Raghav Malik@RaghavSeeks·
Sanctions were supposed to cripple them. Instead, Huawei 910B is beating NVIDIA. Unintended consequences is a bitch.
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