Re:Jensen Huang resigns as Nvidia CEO immediately
by torginus on Thursday November 12, 2026 @12:05PM
(#50470542)
They are not as capable certainly but considering they didn't have anything like 3-4 years ago, I'd say the potential to catch up is there.
Also like OpenAI's Jalapeno, with LLMs it might be feasible to deploy relatively simpler silicon that's hard to program for, and farm out implementation to AI so the CUDA moat might be shallower than before.
Everyone, including the Chinese labs, seem to understand that Huawei's chips are not as capable as their press releases make them out to be.
Also, for what it's worth, tech-insider.org is an embarrassingly lazy AI-generated content farm: https://tech-insider.org/about/
I would hazard a guess that Huawei is paying to get positive stories about their chips on the English-language internet, because they certainly aren't getting any organically!