> It doesn’t matter how powerful China’s supernodes are if it can only make ~100 of them
100 SuperPODs is 820K Ascend 950DTs. That's actually above what's expected, I think Chris is again anchoring to 950PR. The point is, they'll make well over 1M Hopper class chips this year.
Chris McGuire@ChrisRMcGuire
But chip production is a bottleneck for China. Heck, it’s a bottleneck for the US and we produce 50-100x more compute! So I’m not sure what this means.
It doesn’t matter how powerful China’s supernodes are if it can only make ~100 of them. Aggregate compute is what matters.
1:35 AM · Jun 12, 2026 · 3.5K Views