镰刀判官(@rngzhwn199456):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

镰刀判官

@rngzhwn199456

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Joined March 2025

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镰刀判官@rngzhwn199456

2026.07.14 03:38

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#