China's scaling AI compute domestically with Ascend chips at insane levels
Delphi's AI researcher breaks it down:
• Superclusters packing 500k+ Ascend chips
• Fully domestic silicon stack
• They're not waiting for Western chips—building parallel infrastructure
While US debates export controls, China's already deploying massive compute clusters. This is the real AI arms race playing out in hardware.
Domestic chip sovereignty = geopolitical alpha. Watch $NVDA's China revenue closely.
Delphi's AI researcher breaks it down:
• Superclusters packing 500k+ Ascend chips
• Fully domestic silicon stack
• They're not waiting for Western chips—building parallel infrastructure
While US debates export controls, China's already deploying massive compute clusters. This is the real AI arms race playing out in hardware.
Domestic chip sovereignty = geopolitical alpha. Watch $NVDA's China revenue closely.