AI-2040补充报告：中国算力被严重低估

Interesting detail in AI-2040 supplementary: Despite the softened rhetoric on Chyna, it is grotesquely outclassed on compute, indeed even worse than in AI-2027. Domestic additions are on the order of 5.2M H100-equivalents by 2028. They realize that logic is no issue. HBM, tho…