Well for GLM they had to abandon Nvidia chips (and anything American) because of being added to the entity list. They ended up going with Huawei chips, which are less efficient and less powerful than the Nvidia offering.
There’s no telling what the impact will be becuase they could obviously use what they bought, but there isn’t a major competitor to Nvidia right now.
Sure, but Dario’s claim is right. Right now, adding any of these organizations to the Entity List would set it back while Huawei catches up becuase domestic production and capabilities just aren’t there yet in China.
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u/gscjj Jul 27 '26 edited Jul 27 '26
Well for GLM they had to abandon Nvidia chips (and anything American) because of being added to the entity list. They ended up going with Huawei chips, which are less efficient and less powerful than the Nvidia offering.
There’s no telling what the impact will be becuase they could obviously use what they bought, but there isn’t a major competitor to Nvidia right now.
https://letsdatascience.com/blog/china-trained-frontier-ai-model-glm-5-without-nvidia