Artificial Intelligence thread

[tphuang]

https://twitter.com/i/web/status/2065082923766714856

Alibaba Cloud bringing embodied AI support/platform to products from 9 more companies.

 

[bsdnf]

GLM-5.2 has started its closed beta test, currently only available to a select group of Max users.

Based on some rumors I've seen, it seems to be comparable to Opus 4.8.

 

[iewgnem]

there are so many choke points on this.

US admin is always several months behind. That's the obvious part.

How many are talking about Tungsten Hexaflouride right now?

I'm currently investigating into M8/M9 CCL and electronic grade PPE. How many do you think know what that is?

IMO it's massively underappreciated how important it is to have people with technical backgrounds in top government positions. The building blocks of the modern world is so complex and supply chains runs so deep that it's hard to understate how impossible it is for the average lawyer to even know who or what to ask, and because of power and status of such positions, without technical training rooted in objective reality, it's guaranteed they fall into dunning kruger syndrome or just go along with the best grifter.

 

[MortyandRick]

there are so many choke points on this.

US admin is always several months behind. That's the obvious part.

How many are talking about Tungsten Hexaflouride right now?

I'm currently investigating into M8/M9 CCL and electronic grade PPE. How many do you think know what that is?

Curious

"Sumitomo told Reuters it had not seen any impact on production from China's InP export controls so far."

How is Sumitomo able to weather the rare earth block.

 

[Wrought]

IMO it's massively underappreciated how important it is to have people with technical backgrounds in top government positions. The building blocks of the modern world is so complex and supply chains runs so deep that it's hard to understate how impossible it is for the average lawyer to even know who or what to ask, and because of power and status of such positions, without technical training rooted in objective reality, it's guaranteed they fall into dunning kruger syndrome or just go along with the best grifter.

Not coincidentally:

Some of China’s most prominent chemists, physicists and computer scientists are being drawn into the party’s upper ranks. Recent research by Li Cheng and Zhao Xiuye of the University of Hong Kong shows that more “academicians”, an elite group of career scientists elected by China’s academic bodies, are joining the party leadership and government. The number of such scientists with seats on the party’s decision-making Central Committee has doubled in the past decade to 29 of the roughly 350 members. They are said to have been elevated to help set policies, and to guide capital and talent towards China’s innovation machine.

The drive for technological self-reliance is a whole-of-government effort. Huai Jinpeng, the education minister, for example, is an expert in networked computing systems of the sort needed to link up data centres. His deputy minister is a physicist who was most recently in charge of Zhejiang University, known for turning out talented engineers for China’s artificial-intelligence labs. Both have seats on the Central Committee. It is likely that some of the academicians are members of an opaque party body called the Central Science and Technology Commission, created in 2023 to bring China’s innovation drive directly under party control.

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[tphuang]

Curious

"Sumitomo told Reuters it had not seen any impact on production from China's InP export controls so far."

How is Sumitomo able to weather the rare earth block.

Indium is not a Rare Earth metal and high purity Indium is a very small market.

I just sent a long time writing up a thread on this. It's not clear to me how much high purity indium access Sumitomo has, but I don't think it's getting that supply for Chinese suppliers.

https://twitter.com/i/web/status/2065152697733386290

 

[siegecrossbow]

How dare Chinese propaganda spew nothing but facts???!!!

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[tphuang]

https://twitter.com/i/web/status/2065377579130142937

Kimi 2.7 Code is now out and I can already use it on my VS Code plugin. Looks like quite improved, but it does admit to being behind GPT-5.5 and Opus-4.8 in most benchmarks

 

[tphuang]

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深南电路 will invest 3.6B RMB toward a high end multi layer PCB product for AI servers and 1.282 toward capital replenishment. Construction period 1 year.
Capital replenishment is needed for massive upfront raw material inventory.

Product tier targeting M7-M8 CCL, 20+ layer board. For AI server motherboards, switch backplanes and ultra-low loss CCL substrate.

Largest competitors to Shannon are
沪电股份, 生益电子, 景旺电子, Unimicron (Taiwan), Compeq (Taiwan).

They are likely a major Ascend supplier

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这背后是一整套产业链的集体爬坡：中芯国际代表的制造能力，长电科技、通富微电代表的先进封装，深南电路、沪电股份、胜宏科技、兴森科技、生益科技代表的PCB和材料，华工科技、中际旭创、新易盛、光迅科技、华丰科技代表的高速互联，英维克、申菱环境代表的液冷热管理，高新发展、华鲲振宇、拓维信息、神州数码、软通动力代表的整机和系统集成，以及润和软件、科大讯飞等公司所处的软件生态和行业应用。

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深南电路（002916.SZ）​

逻辑：昇腾服务器PCB核心供应商，承接华为高速背板及高密度互连板订单，技术壁垒高。​