Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
And we've seen a couple of bits and pieces of it, but this kind of helps us understand the broader picture.
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We know that Alibaba has an investment in Moonshot, and what we were reporting in this story is that Alibaba is also supplying a bunch of the computing power behind that model.
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We know that they're using 20,000 of NVIDIA chips, the Hopper generation.
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Of chips from NVIDIA.
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Alibaba did get back to us and they said they're not the H200 chips, which are the leading edge.
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Our sources have told us that they actually are those H200 chips, but they're definitely the hopper generation of chips that they're providing.
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And Moonshot has been able to use that to build out this model.
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We also, of course, had the White House Mike Kratios saying that they believe they're also accessing Grace Blackwell chips, even more advanced chips.
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from Nvidia.
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Yeah, it's a complicated picture, and we do have this shifting regime of uh export regulations that's affected a bunch of this.
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Nvidia is not allowed to sell its most advanced chips, the Blackwell chips, into China right now.
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What we have seen in the past is they were able to sell a number of the Hopper generation of chips, some of the earlier generations of chips.
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More recently, the US signed off on NVIDIA selling those H two hundreds into China.
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Would be a pretty advanced chip for many of these companies to use, including Moonshot and Deep Seek.
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But Beijing has pushed back on that idea that domestic companies should use those chips.
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It would prefer to continue building out its own semiconductor industry, particularly supporting companies like Huawei and CambraCon in particular.
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So if you are using H200 chips, that would be it's possible from the US standpoint, uh, within with
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Within China, but there would be a little bit of pushback from Beijing if you're using H200 chips that they would prefer you not use at this point.
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Just to just to flag one other loophole here, uh it is still entirely possible, entirely legal, for Chinese companies to access all of NVIDIA's chips outside of the country.
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They can go to Southeast Asia and they can get access to some of these chips, including the H-200s there.
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