Alibaba's New AI Chip Unveiled: Key Specifications Comparable to H20

Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by hollerith on Wednesday September 17, 2025 @03:29PM (#45280347)

>design is less of a challenge than manufacturing.

If so, can you explain why Nvidia's market cap is much higher than TSMC's? (4.15 trillion versus 1.10 trillion)

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Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by JeremyNT on Wednesday September 17, 2025 @04:02PM (#45280696)

I'd just say "market irrationality" and call it a day. TSMC is far closer to a monopoly than NVIDIA is, and they win no matter which fabless company is buying their capacity.

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Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by ndai on Wednesday September 17, 2025 @03:47PM (#45280561)

You could be right. But it could also be due to things like: automatic 401k injections into the market, easy retail investing, and general speculative attitudes.

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