

Huawei outperforms NVIDIA at the “cluster” level. Which are mostly turnkey systems for datacenter units. And promises truck container level cluster for next generation that is 30x the zetaflops as NVIDIA rubin cluster. China currently operates at 50% electric production capacity, and energy extremely abundant and low price, which make the per level card performance deficit irrelevant.







3.6 27b is probably most powerful/efficient (to size) model out there. Qwen has a history of leveraging deepseek power as well. (deepseek creating small models with Qwen as the base), and Alibaba is main hosting service for deepseek. Alibaba/Qwen in talks to invest in Deepseek, atm.