Maybe the greatest sign that China is still not AGI-pilled: Zhongji Innolight supplies optical transceivers to Nvidia and the like Americans would crush it if they could, but they can't afford to The CCP, however, can afford to slow down Nvidia. it won't
A Pentagon-listed Chinese military company just cleared Hong Kong’s IPO hearing, targeting $7 billion. Zhongji Innolight supplies more than half of Nvidia’s 800G optical modules. It now carries the largest weight in China’s benchmark stock index. My analysis from earlier this month: https://hellochinatech.com/p/zhongji-innolight-optical-transceiver
@ryanTesling @teortaxesTex @woke8yearold Compute is certainly bottlenecked GPT-6 is a big model Everyone will roll out their big 3T-6T model in Q3/Q4 Good for compute providers I'm extremely bullish on reciprocating engine providers as well to solve the power problem (2027 and beyond)