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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
But it's a sign of progress on Huawei's front.
These are the 950 DT chips from Huawei.
They're a new generation that came out just recently.
It's an advance from the 910 chips that they've had in the past.
And it shows some progress on that front to allow local companies to be able to get these chips and then deploy them in data centers.
The second reason it's interesting is because compute is one of the areas where China has really lagged far beyond.
behind the United States.
When you look at OpenAI, Anthropic, Google, of course, too, they've been investing hundreds of billions of dollars into data centers.
They've jumped far ahead in terms of the amount of compute that's out there.
And now you're seeing these Chinese companies begin to make bigger investments.
You mentioned Moonshot at the top of the show.
As Moonshot raises this money in its IPO, certainly we're going to see them get into the compute game, too.
So they're beginning to catch up on a couple of different fronts and tapping into Huawei to use these domestic chips.
Well, as we've talked about on the show a few times in the past, the U.S.
has imposed quite strict restrictions on Chinese companies' ability to buy the most advanced chips from Nvidia.
And so they have been kneecapped in terms of their ability to use those chips for training the advanced AI models.
Nevertheless, you see companies like DeepSeq and Moonshot in particular
make very significant advances, use their engineering expertise to be able to produce models that are perhaps not quite as good as the Frontier models from Anthropic and OpenAI, but very, very close at much lower cost.
So this sign that DeepSeq is turning to Huawei for these chips shows that
They are getting more access to domestic chips.
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