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Cole Brown@dtcb
@hamandcheese You’re referring to Huawei’s lack of manufacturing capacity here? Because the new ascend pods seem pretty solid.
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The analysts say Nvidia overstated competitor strength to ease restrictions.
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@hamandcheese You’re referring to Huawei’s lack of manufacturing capacity here? Because the new ascend pods seem pretty solid.

@hamandcheese @David_Kasten “First time?”