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A comment on Alibaba's New AI Chip Unveiled: Key Specifications Comparable to H20. Parent comment

Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by kimixa on Wednesday September 17, 2025 @06:16PM (#45282043)
Yup - at some level of scale it's very much an infrastructure game.

No amount of trade war politics will make up for a lack in infrastructure investment.

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Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by xadhominemx on Wednesday September 17, 2025 @07:11PM (#45282553)
In 24 months, US hyperscalers will be training models on GPUs/XPUs with 16A process technology and HBM4E. The gap between the raw processing power of US and Chinese AI hardware will be widening.
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Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by jamiek88 on Wednesday September 17, 2025 @07:58PM (#45283021)
I wish I had your confidence being able to forecast 24 months ahead. In 24 months TSMC could be a smoking crater.

There won’t be 16A manufacturing here in the USA.

Probably ever.

We live in extremely dangerous uncertain times.

Any forecast that long is worthless.

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Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by UltraSane on Wednesday September 17, 2025 @08:29PM (#45283298)
You seem extremely pessimistic. TSMC SoW-X will put an entire wafer worth of chips on a single substrate and be incredibly fast.

https://wccftech.com/tsmc-cutting-edge-sow-x-packaging-set-f...

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Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar... by xadhominemx on Thursday September 18, 2025 @03:48PM (#45294138)
Why would you say 16A would never be manufactured in the United States? It is of course TSMC’s plan of record.
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