Has NVIDIA Lost the Lead?

Are China’s New SuperPoDs That Good?

Source: Author using GPT-5

Huawei has recently presented its upcoming AI accelerator roadmap, and it looks pretty insane. The lineup looks so good that China apparently no longer wants NVIDIA GPUs.

But is this really what it seems? Should the US Government and AI incumbents be freaking out?

The answer is yes, but not for the reasons one might think. Instead, it’s the one thing that is setting China very far ahead of the US.

AI explained in first principles and simple words, for those allergic to hype but hungry for knowledge. Join today.

TheWhiteBox by Nacho de Gregorio

The Largest AI Servers in History

Huawei has unveiled what are likely the largest interconnected servers (known as pods) and clusters (groups of pods) ever seen. But to fully understand what I’m about to discuss, let’s have a 1-minute knowledge warm-up.

AI workload 101

AI requires a specific type of hardware known as an ‘accelerator’ to work. They are called that…