Many stocks aren't grounded in reality. They're essentially Memecoins: Classic Edition™ now.
Tesla barely even sells but the stock just won't go down. Boeing orders have fallen massively and they're posting massive losses each quarter, and management shows zero desire to improve the situation. But the stock has basically stabilized since the initial catastrophes.
Some people like to complain that the stock market is very short termist, and valuations never reflect what happens in the long term. And here you complain that the stock market doesn't focus solely on short term pain, but is looking to some potential futures.
In that case, please feel free to short their stock, and make lots of money.
If you are afraid of the potentially unlimited downside to a short, you can buy an out of the money call option as an insurance. Or instead of shorting directly and insuring that, you can also buy a put option, which gives you the right to sell the stock at a specific price.
People saw how much cheaper it was to train DeepSeek v3, and assumed this reduced NVidia's TAM. I think this doesn't make much sense.
a) For inference, cheaper and faster compute will increase total inference spend, because the end-user products will work better and people will use them more.
b) For training, the big labs will continue to spend because we have yet to see diminishing returns to scale - in fact, we have in the past year unlocked a new dimension to scale up training-time compute - doing more RL after pre-training to improve reasoning capabilities. Since current SOTA models are not yet smart enough for all the tasks people want to use them for, this means that any efficiency gains will be used to further improve performance. In the current competitive environment, even with DeepSeek's work, it's near-impossible to imagine OpenAI, Anthropic, Google, or Meta deciding to cut the compute budget for training their next model by an order of magnitude. They will still incorporate DeepSeek's techniques into their next model, but use them to squeeze even more performance out of the compute they have, and will keep purchasing as much compute as NVidia will sell them. Expect this trend to continue until there are no more returns to scale anymore.
Any data center project currently under way or with plans to open within the next year or two has already place orders with NVidia or will do so very soon. Due to demand and lead times, you have to order to critical parts and systems today if you want to have half a chance of receiving them a year from now. Hardware supply lines are long and complex. I like to say that you cannot run a compiler and end-up with a warehouse full of chips.
The next fundamental reality has to do with competition.
Suppose company A foolishly decides to build a data center with only 10% of the chips they originally wanted based on the hype around DeepSeek. In the meantime, company B sticks to the plan and, perhaps, decide to take add the 90% of chips data center A did not take.
The net result will be the company A will be absolutely destroyed by company B. They will have nearly twice the compute capacity, which will translate to a huge competitive advantage across many fronts.
In other words, the selloff is, at best, ill informed. Market forces caused FUD. The smart one's took it as an absolutely massive buying opportunity. All you have to do now is wait.
Because all this with the stock price has nothing to do with reality.
Everyone just starts repeating the same things until people believe them as fact.
The "sell off" was basically nothing. Who cares that the NVDA went back to the price it was in October then bounced in the after market one day.
It is a complete non-story. Even at the bottom of the "sell off" it was still up 20% from the end of summer.
Listening to any news makes people less informed about the world in 2025.
We are way past Gell-Mann amnesia. That was for the newspaper. "The news" in 2025 is really a strange kind of mass confusion engine. The more news a person consumes the more confused they are about the world.
To be fair, the problem (if we are going to call it a problem) might be more fundamental than that.
The reality is that your average "civilian" stock investor, speaking in very generalized terms, is supremely ignorant.
I don't say this as a pejorative BTW. I am supremely ignorant of the inner workings of the pharmaceutical industry. Because of this, I do not invest in that sector. I have no way to understand any of it at a depth sufficient for me to make informed decisions. I'd be throwing darts at a board.
That is precisely the situation with lots of investors in the chips, electronics and software worlds. They don't know what they are doing. They have no clue whatsoever about the business cycles and realities of making these things, selling them, bringing them to market, competitive landscapes, implementation, etc.
And so, they are blind and reactive. If they stay in panic mode, we might very well see NVidia stock get down to $100. Frankly, I am actually rooting for that. I want all of these fools to get off the stock. And I want to load-up on it some more. They don't understand business (in general) enough to understand the relationship between DeepSeek and data centers, planned and future. They don't even stop to think about the reality that nobody in business who isn't a fool is going to use an AI service in China or developed by China. If they are hyperventilating about TikTok, I cannot even imagine what it would be like if all AI queries go to servers in China or are answered by models trained in China. I love China for all they have achieved, but it is no secret that they are not an open society at the level of most western societies.
I think we just have to wait until the sheep stop running before sanity will return to the field. They are getting hurt very badly. It's sad to watch.
The stock price had assumptions baked in about the number of units expected to be sold. DeepSeek cut that hardware estimate by as much as 45x. That is that absolute obvious correlation between that model being very efficient to train and NVDA dropping 18%.
I don’t get it. The labs have regularly made improvements that dramatically lower the cost of training an equal-performing model. When they do this, they also train a larger model with even higher performance. This time, DeepSeek did the first part but didn’t do the second. Now every lab in the world will throw their compute into the effort to replicate and beat DeepSeek’s model with larger scale. It’s not like everyone is just going to say “well I guess AI is smart enough now, no point improving it anymore!” and stop building bigger training clusters.
If anything, r1 makes even more GPU demand likely, since it mitigated or at least delayed the risk AI hit a dead end (in which case, ceasing development may actually make sense).
Define dramatically with numbers. From all the sources I've read, it was so significant and also run on a far more limited cluster and the results are as good as the other frontier models. Optimizations have been coming, I think the one or more they found were significantly larger.
It still doesn't make sense to me. If the money for training is still there, wouldn't companies that can afford it use the efficiency gains and also scale up models?
Unless AI is a bubble, and it pops, I can't see the demand for compute going down.
I think AI is a bubble. The amount of compute for inference is vastly overestimated, because a lot of caching is coming. It's driven by maniacal statements like Sam Altman's insistence that we must spend Trillions on compute, to achieve AGI, and it's more important than anything else.
Project Stargate is some large fraction of that, and of course Softbank is no stranger to losing money on overestimating demand (for example, WeWork). To be fair, China has a lot of overestimation of demand too (for example Evergrande). The other is that rapid competition leads to overinvestment by all parties.
Which is great for us, we'll have loads of cheap compute and hopefully a bunch more carbon free energy supply, assuming that the AI stuff all ends in tears (for now).
Yep! Shareholders and capitalists overinvesting in stuff is great if it leaves behind great infrastructure. They take the risk and the public benefits.
There is a belief that we've peaked in terms of bigger model = better results. I think it was GPT 4 is actually smaller in parameter count and better than 3.5 for instance. There is also a finite amount of useful data that people think we have hit, so adding more parameters isn't helpful if you don't have new data to train them on.
Can someone explain how DeepSeek cut that estimate? Their (fast) API is always down, and the third-party providers on OpenRouter are more expensive than Claude.
I think there was a growing awareness of NVidia's vulnerability and I think that, while I don't agree with his conclusions, Jeffrey Emanuel's excellent piece from the 25th added significantly to that momentum:
It's probably the lack of understanding the market... Most people thought there was a ban (issued by the US in 2022) against China being able to utilize the H100 Nvidia graphics cards to prevent them from using AI (for the obvious purpose of oppressing their people). If anything, export controls need to be looked at and probably tightened as this is a glaring loop hole.
There are probably exceptional situations for each, but the US is far more for these things than against, to an extent that is unique and unprecedented. And that has improved lives and secured freedom not just for Americans but for many people around the world. Your negative take on the US isn’t convincing for me, as it is uncritical. Who champions free speech more, for example?
I can understand your argument, but I also understand why the US would try to ban an oppressive regime who specifically use technology like AI for ubiquitous surveillance, behavior monitoring and social credit, facial recognition systems that can identify Uyghurs and alert authorities, internet monitoring (they arrest people every day for writing banned words on WeChat for example)... I think it's probably fine if they make the equipment themselves, but US probably shouldn't be supporting this type of activity.
Sorry for the whataboutism, but the US looks more and more hypocrite when they sell themselves as the paragons of democracy and free trade, ready to save the world from authoritarian China but are fine selling AI and AI hardware (and armament, but that's another matter...) to Israel's oppressive regime which clearly uses it to persecute and kill innocent Palestinians.
It's all just dirty politics, in the end none of the people in power care if selling such technology feeds a monster or not, as long as they get their bags of money.
I think the difference in your comment is that China is doing this to their own citizens. Israel is oppressing their enemy, who have voted for Hamas to be the leader of their government, which stated intent is to destroy Israel... Big difference.
Yup, and as soon as Hamas were elected, the liberal world refused to deal with them. Never mind how convenient Hamas have been for Likud over the past few decades.
It looks incredibly hypocritical to much of the world, and I can see why.
> but surveys indicated that an overwhelming majority of residents of Gaza supported Hamas even after the mass murder and rape of October 7.
I'm not sure what result you expected. True or not, claims of atrocities committed by your government are always uncertain in practice - people will argue whichever way depending on their goals and beliefs (like we're doing here just now), so even if you believe them, unless you've actually seen them first-hand, they're always somewhat abstract considerations. Meanwhile, the fundamental reality for people in Gaza is that they're being bombed left and right by some outsiders. So when more outsiders come asking them whether they still like their government - government who, other than committing atrocities in what they sell as defensive war, are also responsible for keeping food, water and power flowing while bombs dropped by outsiders keep raining down your streets, does anyone expect majority to say "no, we don't like our government - please keep bombing us until we find a better one"?
I bet if you polled the population of Iraq of Afghanistan in the middle of US invasions of either, you'd get similar results supporting the evil government too.
Dropping ordnance on people has a way of skewing their responses in political polls away from what you'd expect in a stable democracy.
> surveys indicated that an overwhelming majority of residents of Gaza supported Hamas
Come on, nearly half of the inhabitants of Gaza are/were under 18. "Surveys" cannot make collective punishment legal, or annexation and ethnic cleansing for that matter. I'd say outright cutting off a whole population from food and going on TV to rant about how even the babies are terrorists isn't self-defense or security. If anything it's with a second set religious extremists that needs Hamas just like Hamas needs them. And in similar fashion, they use "Israel" as a shield for what they want, despite the Israelis who do respect human rights and international law, and get threatened for it.
> You’re trying to separate Hamas from everyday people in Gaza
They are separate. Each person is responsible for their actions. You can't speak of democracy and then casually ignore this.
I mentioned the surveys to indicate the complicity of the civilian population in Hamas’s actions. Often people claim the residents of Gaza didn’t vote for Hamas since the last election was in 2006. But the surveys reveal that most of them do support them and their religious terrorism.
> "Surveys" cannot make collective punishment legal, or annexation and ethnic cleansing for that matter.
What do you mean by annexation given that the entire region, including Jerusalem, the West Bank, and Gaza were occupied by Jewish people long before Islamic Arabs were in the area?
What do you mean by ethnic cleansing given that Gaza’s population has grown rapidly over time, given Israel announces targets ahead of time, and given that most of Gaza’s residents still live? Israel could level all of Gaza but they haven’t done anything even remotely close to that. Even the highest claimed counts of deaths in Gaza would amount to a couple percent of the population. That doesn’t seem very successful for an ethnic cleansing.
> outright cutting off a whole population from food
Food and aid which Hamas stole and sold for money to fund terrorism to kill Israelis, all aided by UNRWA.
> Each person is responsible for their actions.
Right and Hamas was voted in by everyday people and still has their broad support despite terrorism, murder, and rape.
Your impassionate argument in favor of an ethnic cleansing with bombs, starvation and lack of sanitation lies in stark contrast to this outrage about the Uyghurs' culture being erased with development and draconian imprisonment for suspected extremism, while at the same time, the West Bank was reduced to a patchwork of ghettos with draconian checkpoints where life is cheap if you are suspected to be an extremist.
On the one hand, the slaughter of teenagers today in Gaza is justified because of the sins of their forefathers in electing Hamas, on the other, it's a genocidal atrocity that beards can only be so long in Xinjiang.
The US is only more righteous for supporting America's Greatest Ally at the cost of the lives of it citizens, of those of Arab countries and, now with the TikTok ban, to its founding principles, in your world.
I think you're raising an important point that I acknowledge, and I need to process that more. But my immediate thought is to note that the two situations are very different to me. Uyghurs are indigenous to Xinjiang (more than anyone else), and Islamic Arabs in Gaza or the West Bank are not indigenous to the region around Israel (Jewish people are, while Gaza's residents are outsiders since Islamic Arabs aren't indigenous to the region). The CCP/PRC is erasing Uyghur life in Xinjiang and forcing their population growth downward, while Islamic Arabs living in Israel have full protection of the law, can practice their religion and culture freely, gain wealth, have families without forced sterilization or abortion, and live without the threat of the state kidnapping their children. There's no evidence of Uyghurs broadly supporting terrorist attacks, while there's evidence of Gaza residents overwhelmingly supporting things like repeated rocket attacks.
There's more but basically there are enough differences that the situations can be treated differently. But at the same time, I do hope for a different, peaceful solution. Surveys show Islamic Arabs are generally quite happy under Israel, but that won't work for those in West Bank or Gaza perhaps. You are right that teenagers who aren't supportive of terrorism don't deserve violence. A two state solution still seems like the best idea, but Hamas has still not shown support for it, even though it would mean peaceful coexistence and could lead to a rebuilding of Gaza and West Bank.
What you call "Islamic Arabs" makes no sense. They are as native as the Jewish people. Mostly because they're nor more or less "Arab" than the Jewish people. Religion is what separates them, not race. Also, your argument ignores time. Even it it were true, for how many centuries have these "Islamic Arabs" been there? Why are they any less "from there" than Jewish people?
And there is an overwhelming support for the war in Gaza from Israelis, that many consider a gross violation of international law going beyond war crimes into genocide territory. If that is shown to be the case would Israelis deserve what they get in response? I doubt you'd agree.
Every genocide, every occupation and every conflict has its own historical conflict. You need to examine you own massive biases here, adjust your view to international law and human rights and you'd see the massive injustice here that is fueling the conflict and will continue to until its addressed.
Israel is not securing its own safe future here, there is no military solution here. Hamas will rebuild itself if it hasn't already because the crime they have committed and the people they have murdered will only boost the recruitment of Hamas and other paramilitary groups. This has always been the way the world over. Jewish history is itself has examples of this.
And I've never see a good faith attempt from Israel wrt this conflict that hasn't been completely derailed by the Israeli extremists and hardliners.
Israel have the right to defend their country of course, but Palestinians have the right to fight occupation under international law. They are massively repressed around the world - try support Palestinian rights in the US right now.
Anyone can be labelled a terrorist. I would label the IDF a terrorist organisation due to their methods, their justifications for the many human rights abuses and killings ring very hollow. They also encourage and support their own fundamentalists - aka settlers - to commit crimes.
Lastly I think anyone who commits war crimes should be brought to the ICC; Israel has shown it is incapable of broadly prosecuting theses crimes and obviously the PA cant either. It is Israels fault if they kill civilians and I don't buy any of their justification as they've been shown again and again to be untrustworthy. I believe they will be found guilt of genocide in the end, and the countries who supplied them with the weapons and tech will be guilty of enabling a genocide - there's plenty of evidence that the state department in the US has brushed knowledge of human right abuses and war crimes under the carpet for political and ideological reasons.
> You mentioned America as an examplar of demcracy further up, while in truth it is an extremely flawed model of democracy
I disagree with your framing, as does your source. The index you shared does not paint America as "extremely flawed", but just flawed (and even so, almost at the score of getting their highest rank). So adding the word "extremely" is your editorial take. However, their rating system is not transparent - it's not clear who they surveyed or what questions they asked. It's also clear this rating system is only somewhat correct in scoring countries - for example both Canada and Australia are democracies but have notable restrictions on free speech, a core principle of a free society and any democracy - but they were ranked higher than the US.
> Anyone can be labelled a terrorist.
Labels can be misused, but what actually happened? Has Israel been shooting rockets indiscriminately into Gaza? No, but people in Gaza have been doing that for a few decades now. In fact, the rocket attacks got a lot worse after Israel left Gaza in 2005. Is that not terrorism?
> It is Israels fault if they kill civilians
How can it be when they're pursuing terrorists who choose to use human shields on purpose? Israel has been careful to announce targets ahead of time and has gone above and beyond what any other country would to avoid civilian casualties. But in this situation, which was created by Hamas and their supporters, a country that wishes to protect itself from attacks can't achieve zero civilian deaths. That's unrealistic for any conflict, but especially this one.
Against Islamic fundmentalist terrorism commited by Uyghur extremist.
Rotating a bunch of Uyghurs through a few months of "reeducation/reradicalization" classes with minimal fatalities and pouring billions to improve regional infra + gdp is orders of magnitude more magnanimous than what happened/is happening in Gaza, or what's left it. It's delulu to think otherwise. It's more kids gloves than US prison industrial complex. And it more or less comprehensively solved the Uyghur extremism and attacks in PRC (100s of attacks over the years with 1000+ fatalities). Muslim world is far better off that PRC has successfully implemented securitization technology to deradicalize, because they have the most to gain from it, that's why there's broad support from Muslim leadership. PRC figured out how to actually eliminate radical terrorism without droning weddings, so of course a bunch of security cameras and Chinese lessons and first world infra has no equivalence to US funding Israel to murder and maim kids and turning most of Gaza into rubble.
Annexation by a violent dictatorship, cultural suppression, forced reeducation of hundreds of thousands of children separated from their parents, forced sterilizations, forced abortions, labor camps, and large number of deaths isn’t magnanimous. It’s genocide under international law. It is wild that you’re even defending this.
> PRC has successfully implemented securitization technology
Is that the best euphemism you could come up with?
> that's why there's broad support from Muslim leadership
I’m not even sure who you’re talking about, but having military or economic ties distorting things isn’t the same as support. Find me a quote of an Arab leader explicitly supporting the genocide of Uyghurs by the CCP.
> PRC figured out how to actually eliminate radical terrorism without droning weddings
This is a hilarious rebranding of what the CCP/PRC actually did, which is thousands of times worse and larger in scale than the few drone incidents you’re talking about.
It absolutely does not qualify as genocide. Hence it's never been categorized as genocide by UN, unless you subscribe to Mike Pompeo's version international law. UN already recognize XJ as PRC, annexation is over, it's fully incorporated and legally part of soverign PRC soil for decades. There's more Uyghurs now then when campaign started (and ended)... at most it's cultural genocide, which unfortunately (or fortunately for everyone including west) ... is internationally permissible (no law against). Frankly some overdue cultural genocide to eliminate fundmentalism on 1% population to end decades of fundmental islamic terrorism is completely justifiable. It would be downright negligent and immoral not to, certainly more ethical than what US or ISR methods which you seem to play down.
There aren't 100,000s children seperation. Parents rotate through reeducation for a few months, temporary seperation in interim, family reunited after. Entire program lasted ~4 years, even if you take peak US propaganda, 1/12 of Uyghurs is roughly life time internment for US blacks, except US minorities will end up up rotating through prison industrial complex for longer. Flip side of PRC enforcing family planning on previously exempt minorities is US banning abortions. No labour camps, just very generous rural labour transfer programs where they make multiple times current income. It's like if US had a jobs program that gave bottom quantile 50th percentile wages. Nor large number of deaths... barely any. Even peak retarded US propaganda doesn't pretend so. So yes, compared to Israel or US military actions, it's downright magnanimous.
>euphemism
It's not euphism, it's "safe city" technology, i.e. huawei surveillance for export. And countries are buying. Because you know, it's better than mowing the lawn with bombs, or spending a decade trying doing whatever the fuck GWOT was failing at that just ended up with (conservatively) 100,000s of dead muslims.
> having military or economic ties distorting
Except MENA has much closer military and economic ties with US... yet they still overwhelmingly side with PRC narrative over XJ. Entire excuse MENA leaders in PRC pocket is economically illiterate and geopolitcly stupid. There's isn't a quote of Arab leaders supporting genocide of Uyghurs, because none of them except occasionally Turkey recognize is Genocide. They recognize XJ securitization as deradicalization and antiterrorism effort, which it is, because it stopped both. And they endorse it, because they have most to gain from working deradicalization efforts. Which US does not have model for. Nor Israel. Well maybe Israel if they just keep murdering kids every few leap years.
>thousands of times worse and larger
My guy if you think US only responsible for a few drones, and Israel killed less Muslisms that PRC did in XJ, or if you think top is worse than bottom in pic below then you have some screws loose. Ultimately PRC did what US failed, fraction of the cost, and fraction of the lives, while adding 12x Afghan GDP per capita. Thinking that's 1000s worse and larger is delulu American math.
Even just forced sterilization and abortions, which you admitted and rebranded as “enforcing family planning”, is genocide under international law.
> Parents rotate through reeducation for a few months, temporary seperation in interim, family reunited after.
Your few months claim is false. But let’s say it isn’t - are you really claiming this is okay? “Yea they just kidnap your children for a few months”. You clearly don’t have kids to minimize what this is and what it would do to the parents and children.
> Nor large number of deaths... barely any
Barely any that China admits. Of course they kept the area locked down, kept international agencies away, and admit nothing to keep the lie going. But numerous survivors have corroborated programs of torture and killings. You have to be naive or a CCP shill to think there were “barely any deaths”.
Sorry but you’re outing yourself here with this unfactual take that a few web searches easily disprove.
No, genocide is conditional on intention to destroy. Which PRC policy isn't. It's just boring family planning that always applied to Han, that minorities historically got to opt out due to affirmative action, now equally applied to Uyhghurs with 3+ kids. Meanwhile Uyghur population contiues to increase, and family planning still limits Uyghurs and minorities to 3 kids like every other ethnic group, aka positive TFR / mathematically impossible to actually eliminate a minority. Hence it's retarded to think this satisfies definition for genocide, and why US propaganda campaign failed so hard. Because anyone except the most brain rot liberal world ordertard realize it's coercize integration/sinicization but not genocide. If PRC wanted to actually genocide Uyghurs, with their industrial capacity, they can do it in a weekend, instead they spent trillions retraining the populous and subsidize regions QoL. It's stupid to think it's genocide for the simple reason reducing 55 PRC minorities to 54 looks bad for Xi's hagiography.
>few months claim is false
Except it's true, most gets put through a few months of patriotic education to scare them from fundemental salafisim/salafijihadism. PRC doesn't have the money to waste interning million+ like US prison industrial complex forever because jailing people is profitable. I didn't say it was "OK", I just said a few months of scaring people straight at "don't be bad muslim camp" is much better/expedient/ethical than bombs. It's not minimizing, it's acknowledging that's better than kids spending years being afraid of the blue sky because some drone operator on CONUS can end you any time. And frequently do. Besides Han migrant parents are away from their kids for years, Uyghur kids can handle a few months living with relatives while their parents learn how to raise them to not commit terroism or go do a factory rotation in another province and bring home a years wage in a few months.
>Barely any
Barely any that US intelligence or anyone can find, barely any that even US propaganda under Pompeo didn't try to spin mass deaths because again it would have been absurd to even try. By survivors you mean atrocity propagandist begging for VISAs, idiots like Sayragul Sauytbay who "did not personally see violence" at the camps in 2018 to "inmates were flayed, raped by guards in front of other prisoners, and given injections that made them infertile" in 2019. You would have be naive to believe obvious attrocity propaganda. And even more delusional than a CIA shill to believe there were extreme deaths like scale of Gaza or GWOT since even POMPEO's CIA propaganda DOESN'T try to spin mass death. Like the most retarded anti-CCP/PRC "thinktanks" estimate for deaths is single digit thousands throughout XJ internment phase... for reference ~4000 prisoners die in US prisons every year i.e. the 4 years of XJ "reeduction" statistically killed less than US prisons during same time period.
So let that settle in, your positions are literally more ridiculous than what lying Pompeo is willing to propagandize. Claiming otherwise is not just not factual but delusional beyond even already delusional propaganda. It's outing the sheer unhingedness of your worldview, which TBH explains how you think XJ is worse atrocity than GWOT or Gaza when XJ is objectively one of the most "humane" integration campaigns in human history. Humane =/= clean, just historically when integrating a minority, much more blood was shed and destruction was wrought over much longer period of time, and the minority populations generally weren't still growing while per capita GDP roughly doubles, oh and terrorist attacks basically eliminated for 1350 million people... which you seem to think is important enough for 10 million large Israel to rationalize their response.
I am not convinced by your framing and some of the factual claims you have made. I am able to find sources that disagree. But in an effort to be curious - do you have any sources of your own (like news articles or research or documents or videos or whatever) that support the things you're claiming here and in your other messages?
Literally just google translate through the "primary" sources US propaganda cites, and strip away any biased analysis. All you'll find is boring leaked CCP policy and procurement documents that states exactly what PRC was doing, big securitization/derardicalization/sinicization project after decades of Uyghur terrorist attacks which has been tracked by global terrorism database. If want to compare this to Israel's situation / antiterrorism framing, that's all the source one needs.
Go through this list, look at the timeline. Look what happens after "Strike Hard" campaign started ~2015 during peak Uyghur/Turkestan/ETIM attacks in the years prior. Click show expanded to see the attack type, all of them explosives/vehicles/knife attacks. TLDR PRC won their war on terror in a few years. MENA leaders who has to deal with the same takes notice and golf claps.
Of course fixing domestic terrorism with extreme prejudice is permissible, so you get all the laundered/reintrepretted propaganda US funded by state department, again headed by we lied, we cheat, we stole Pompeo to disagree and try to paint as genocide. Go to the horses mouth and read state department releases or Zenz garbage on jamestown and see where they allege mass deaths, they don't, just trying to link a few deaths, which is statistically inevitable in project this size to... somehow genociding Uyghurs, as in trying to elimnate a minority. Boring reality if you prase through inscrutable boring CCP technocrat writing intead of propaganda by "sources that disagree" are documents showing heavy handed attempt to filter individuals with high extremist indicators (i.e. systematic targetting not arbiturary, why 11/12 of Ugyhurs didn't get Chinese school camp treatment), throw them in a reeducation centre until they aren't extremist or too scared to be (for most this is few months), and follow up with poverty alleviations program to get idle poor busy/not poor so they aren't thinking about jihad. That's it. No ones being wiped out, even the dumbest US propaganda doesn't pretend so. Uyghurs are being deradicalized/sinicized not liquidated.
Queue a few years ago, most of XJ propaganda stopped. Why, because the campaign ended successfully. Hence all the new tourism propaganda, because region is safe now and most back in society, cowed, but doing their thing. The small % of most recalcitrant got sent to prison for long ass sentences. Then the pivot was to "coerced" labour, that western MSM propagandized into "slave" labour because CCP news was bragging about 500k Tibetans or 1M Uyghurs being sent through the rural labour transfer programs... literally a poverty alleviation program that's been around for 20 years, in most provinces that 10s of millions of Han already went through. There's just too much stupidity to go through on topic. Search rural-to-urban labor transfer studies from before 2010s... lots of academic writings on the initiative, except suddenly when it comes to Uyghurs, it's slave labour, and not giving some rural bumpkin some factory work that pays multiples what they currently make. In case of many Uyghurs/Tibetans, illiterate (as in poor Chinese fluency) that factories normally wouldn't even hire if it wasn't for central gov pressuring them to take on when there's frankly more qualified Han laborers without language barrier. When ~40% of PRC lives on disposable income of 1000rmb per month, these Uyghurs are being paid multiple that. Like even entire XJ cotton smear campaign, where Zenz asserts workers were being screwed (because capitalism) when their take home still ened up being 2-4x local per capita gdp (Awat region).
For family planning, go read up on PRC "family planning policy", i.e. the formal name, not 1/2/3 child policy. Look at how minorities were exempt and then not under new minority policy (under Pan Yue)... TLDR is fusion (after US melting pot assimilationism) model where minorities get treated the same as Han (read: sinicization). Previous policy based on soviet oblast model aka multiculturalism. Which after decades, failed to end seccessionism (including HK). So now everyone gets to be equal with Han, though of course in practice not equitable.
Final final question:
Are you Chinese yourself? If so, have you visited any of these regions (Xinjiang or Tibet)? Do you prefer living China or would you prefer somewhere else?
I’m also curious what things you follow for information usually since it is probably different from mine (like news websites or YouTube channels or whatever).
Nvidia has the Blackwell B200, its latest GPU card. Huawei's offering is called Ascend 910C. Huawei's future offering to compete against the Nvidia Blackwell B200 is called Ascend 920C.
DeepSeek uses H100s and H800s. They'll likely have reasons to buy more now, and America will want to compete even harder, buying more chips.
American companies are still way ahead as well, but they're just getting more competition. This will be healthy.