[MaxPock]

How are these "capacity constrained" Chinese companies running inference without Hoppers and Blackwells ?

[lukax]

Huawei Ascend AI Accellerators. DeepSeek V4 model architecture was optimized for Chinese hardware.

[martinald]

They can (not entirely sure how 'grey' market this is) either have subsidiaries outside of china (eg: singapore) that provide the inference and/or just rent it off the public gpu clouds.

[dijit]

Making their own NPUs for inference probably, you don't have to buy NVidia for inference. Google doesn't.

[axus]

https://www.cnbc.com/2026/03/19/us-tech-execs-smuggled-nvidi...