And though Huawei’s CloudMatrix 384 requires four times as much electricity, China has a huge advantage in terms of energy production, says Doug O’Laughlin, an analyst at SemiAnalysis who has studied Huawei’s new AI supercomputers. “China has been adding energy production for the past 10 years, and has the entire supply chain on lock to continue to do that,” he adds.
SMIC, which makes Huawei’s processors, is now the third-biggest chip maker in the world, and has managed to innovate in the manufacture of high-quality chips despite having older-generation, pre-export-ban tech.
Meanwhile, our political class.
