Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
… Renting enables a path for Chinese dependence on Nvidia without Nvidia chips being in China, which is possible because the chips do not need to be in China. Bytedance's Seed models were trained in the US on a US cloud. Inspecting GPUs is much easier in Malaysia than in China. …