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trasirinc

24 karma · joined August 30, 2025

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trasirinc··on New Huawei 96GB GPU
That's assuming they can keep pumping massive capital into every industry that it seeks to circumvent from bans and sanctions. But it appears they have very short runway these days. Just months after the initial tariffs/sanctions from US, Chinese government is enacting multiple tax raising schemes in September to try to stay alive. The first is the mandating that workers and employees cannot opt out of social security contributions. which is around 1500 yuan ($200) per month for one worker. for an average worker that makes 4000 ($600) yuan, it makes no sense. So many companies are deciding to layoff or close up in September. And workers are going back to countryside. The second is the landlord tax that is starting on September 15th. This is due to people not buying real estates anymore and renting instead.
trasirinc··on New Huawei 96GB GPU
Because it's not just "CUDA" by itself, it's the whole ecosystem.

Most AI developers don't actually use CUDA directly, they use programming libraries like PyTorch that use CUDA under the hood to communicate with the GPU to run tasks in parallel.

CUDA is pretty much the standard and is supported anywhere it's relevant.

Just creating an alternative is pretty meaningless if it isn't actually supported anywhere.

Adding support isn't easy, and there's also stability issues, bugs, etc. People want something that works and is reliable (= CUDA, since it's battle-tested).

That's the same flawed argument that people have used to expect Huawei to replace Android/EUV.

trasirinc··on Six months into tariffs, businesses have no idea how to price anything
I'm from China. I know what real numbers and news come out of China.
trasirinc··on Six months into tariffs, businesses have no idea how to price anything
What numbers are you seeing for the surpassing living standards? Their gpd per capita flatlined in 2024 at $13k. That's with only 80M of their citizens making above $2000/month. The bulk of their citizens make less than $100/month, and there's a declining middle class of around 200M that makes around $800/month. But they have high youth unemployment rate (>40%), there's a massive layoff wave coming in September with the mandatory social security payment from companies, and their recent factory wages have plummeted to $2/hour, barely survivable in first tier cities.

Before everyone jumps in with GDP per capital with PPP, what quality at that low price means is tofu dreg buildings, cancerous food items, waist high flooding every summer in cities, ghost buildings, and unsafe water (recently one of the most prosperous city, Hangzhou, had sewage seeped into the water for weeks, which the local government denied responsibility).