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Was the content leaked from Lao Huang's internal meeting intentionally released, or was it truly exposed by someone?
The core information is quite explosive: In this battle of AI, the Eastern camp has a greater chance of winning.
First, let's look at the human resource allocation—over one million technical personnel are being crazy pushed in the domestic AI field, while the talent pool of the same level in Silicon Valley is less than 20,000. This order of magnitude difference is no joke.
Speaking of the equipment level: Huawei's Ascend 910C chip has been tested to perform only 8% to 12% worse than NVIDIA's H100. It's worth noting that this achievement was made under extremely restrictive sanctions, and the speed of technological breakthroughs is indeed impressive.
The density of talent combined with the speed of technological catch-up is quietly changing the landscape.