Watch $NVDA. 👀
While everyone stares at TSMC's 4nm process, a Chinese startup just dropped a bombshell with 14nm:
Oriental Computing's DF1000 hits 9.4 TB/s memory bandwidth.
That’s 2x faster than Nvidia's H200 (4.8 TB/s).
This isn't an upgrade; it's a paradigm shift. 3D stacking makes EUV lithography less relevant. The "moat" is evaporating.
Meanwhile, Jensen Huang is playing a dangerous game: buying back unsold GPUs to prop up revenue. Sounds familiar? It’s the Subprime Crisis all over again. 💥
The blockade failed. Physics doesn't care about sanctions. 🇨🇳🚀
#
Investing# #
AI# #
ChinaTech# #
JensenHuang#