G2AI @G2AIStack

G2AI tracks the US-China(G2) AI stack gtoai.substack.com Joined April 2026

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G2AI @G2AIStack

a hour ago

And there are other FPGA chips with even bigger price gaps — some are literally 10x more expensive in the US and Europe compared to China. There's a bunch of reasons for this. Besides what I already mentioned in Dylan's comment, the biggest thing is, it's basically just how the market works — AMD has different sales strategies across different regions.

G2AI @G2AIStack

2 hours ago

@dylan522p first off, this 47dr1156 chip isn't even $1,000 in China right now — it's more like $800. Yeah, it did hit $1,000 at one point last year, but that was the peak. Second, this thing isn't mainly for military use — it's mostly civilian/commercial stuff. And honestly, you can't

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G2AI @G2AIStack

2 hours ago

first off, this 47dr1156 chip isn't even $1,000 in China right now — it's more like $800. Yeah, it did hit $1,000 at one point last year, but that was the peak. Second, this thing isn't mainly for military use — it's mostly civilian/commercial stuff. And honestly, you can't really blame AMD for the price difference. Unlike AI chips where the manufacturer sells straight to customers, FPGAs go through a ton of distributors and middlemen, so it's not all on AMD.

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G2AI @G2AIStack

6 hours ago

平头哥(This is also the Chinese name for Alibaba's chip unit)

SemiVision 🇹🇼 👁️👁️ @semivision_tw

9 hours ago

What do you think of the haircut (AI)? Bullish or bearish? 😂

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G2AI @G2AIStack

a day ago

@LLMLearnerAI Check out our next post.😁

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G2AI @G2AIStack

a day ago

Kimi 3.1 is coming soon

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G2AI @G2AIStack

a day ago

Can anyone guess what this means?😁 @Kimi_Moonshot

G2AI @G2AIStack

a day ago

Kimi 3.1 is coming soon

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G2AI @G2AIStack

a day ago

Thrilled to be at the Grok Bot Meetup. We’re waiting for you in Beijing with Grok. @elonmusk @grok @bot

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G2AI @G2AIStack

a day ago

Kimi K3 is now officially available on Bedrock. Bedrock’s self-hosted model adopts a tiered commission structure — the higher the tuning level, the larger the share. China’s open-source models are gaining growing global recognition, and Kimi’s ARR will keep rising. docs.aws.amazon.com/bedrock/latest…

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G2AI @G2AIStack

2 days ago

Citi and Morgan Stanley's Analysis of CPO's Impact on CCL Citi: Concerns over CPO-driven material downgrades are overstated: current sample boards still use M8-class CCL with approximately 40–50 layers. Citi expects gradual, selective downgrades rather than a wholesale shift to M4. Lower material grades do not necessarily reduce PCB value, as more complex power delivery, routing and manufacturing requirements continue to support value-added content. Morgan Stanley: CPO presents a credible long-term risk to high-end CCL demand, but its impact on the 2026–2028 demand outlook should remain limited. Cost, yield, reliability, serviceability and thermal challenges constrain adoption, particularly in scale-up architectures. Morgan Stanley therefore maintains its high-end CCL supply-tightness thesis and views CPO-driven pullbacks as potential accumulation opportunities.

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G2AI @G2AIStack

2 days ago

Looks like we got it wrong.

G2AI @G2AIStack

3 days ago

Exclusive: Openrouter’s new anonymous model Union Alpha is a StepFun model.

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G2AI @G2AIStack

2 days ago

@elder_plinius No, Union Alpha is a StepFun model.

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G2AI @G2AIStack

2 days ago

@theemreates @opencode No, Union Alpha is a StepFun model.

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G2AI @G2AIStack

2 days ago

@opencode Union Alpha is a StepFun model.

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G2AI @G2AIStack

3 days ago

According to Wedbush, NVDA's Rubin roll-out may be modestly delayed by cold plate design changes

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G2AI @G2AIStack

3 days ago

Exclusive: Openrouter’s new anonymous model Union Alpha is a StepFun model.

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G2AI @G2AIStack

3 days ago

“We are still far from recursive self-improvement. But the smallest loop now exists.” Congratulations!

jietang @jietang

3 days ago

Two weeks. That's how long it took to go from GLM-5.3-Flash's first run on domestic accelerators to serving all of its production traffic, with 3.2× end-to-end throughput along the way. What I keep thinking about is who did much of the work: an Infra Agent powered by GLM-5.3.

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G2AI @G2AIStack

3 days ago

Computer Use could become a major driver of demand for multimodal AI. It requires a model to continuously observe the screen, take action, and interpret the updated interface to decide what to do next—effectively sampling frames throughout the process. A long-running task can therefore involve processing a large volume of high-resolution screenshots. There is a practical reason for this approach: many applications still lack comprehensive command-line interfaces or APIs, and plenty of operations remain difficult to perform through those interfaces. Using a keyboard and mouse to interact with a graphical interface remains the most universal fallback in the digital world. In that sense, keyboard-and-mouse interaction is the digital equivalent of a humanoid robot. Just as physical tools and environments were designed around the human body, software has long been built around human clicks, typing, and visual feedback. By adopting the same interaction patterns, AI can use existing software without waiting for every product to be redesigned for it. The hardest part, however, is more than recognizing an interface or locating a button. It is maintaining a consistent goal across a long sequence of actions, understanding the outcome of each step, and recovering when something goes wrong. If every step has a 90% success rate and the steps are independent, a task requiring 40 consecutive successful steps has an overall success rate of only about 1.5%. The core bottleneck is therefore the capability of the underlying foundation model, particularly its ability to reason and execute across long sequences. Multimodal understanding allows the model to interpret the current state; strong reasoning helps it determine what to do next. Continuous feedback and error correction determine whether it can actually finish the task.

Daniel Griesser @DanielGri

2 weeks ago

I had my “touch of AGI” moment yesterday. I recorded a video of myself talking through a problem: how to improve maintenance of tangled hair in the shower drain. It was a ~4 min video where I explained the problem and also used a digital caliper to take measurements. I asked

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G2AI @G2AIStack

3 days ago

AI server rental prices in China

Wall St Engine @wallstengine

4 days ago

JUST IN: $NBIS IS RAISING ON-DEMAND GPU PRICES EFFECTIVE OCT. 1 Nebius is increasing pricing across major $NVDA GPUs: H100: $3.85 → $4.50 (+17%) H200: $4.50 → $5.40 (+20%) B200: $7.15 → $8.50 (+19%) B300: $7.85 → $9.50 (+21%)

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G2AI @G2AIStack

4 days ago

As we noted in our US–China AI weekly piece, the strongest demand-side signal came from within the Apple ecosystem. gtoai.substack.com/p/726-astra-ju…