As Model Parameters Grow Ever Larger, How Will Domestic Compute Adapt?

Bubble analysis

This article is about the technical adaptability of China's domestic compute, an industry-capability topic. It offers no capex, funding or valuation figures, so it speaks only indirectly to whether AI is in an investment bubble — at most it signals the direction of China's push for compute self-reliance, but it cannot show whether spending has run far ahead of revenue.