"Now we're definitely stuck on capacity—this year, next year, the year after" Aligns with what I have heard
«16,000 Huawei 950 GPUs only equal 4,000 B-series GPUs. So it's not a large quantity—not very significant. Not enough to train a next-generation model—only enough to train our current generation. I don't really believe that five years from now we'll still be stuck on capacity. Now we're definitely stuck on capacity—this year, next year, the year after, I think we might still be stuck on capacity—but after five years, maybe not; I'm fairly optimistic» Is 5 years too long? Perhaps.
Liang Wenfeng believes that the comprehensive gap in AI between China and the US is 12-18 months, just like Kai-Fu Lee says and Dario hopes; and can be shrunk to 3, with surpassing in some few key areas. @scaling01 @zephyr_z9