No Jensen, Not All Compute is Created Equal

is in Cape Town for two weeks… email Nick at nick@chinatalk.media if you’re interested in joining a ChinaTalk meetup!We’ve recently tried to pin down how much compute China actually has, approaching the question from both the supply and demand sides. We converged on roughly 2.5 to 2.8 million H100-equivalents. But a single aggregate figure only captures part of the picture.Jensen on ChinaOn Dwarkesh’s podcast last week, Jensen Huang argued that China already has enough compute to build frontier ...