What is truly amazing here is the fact that they trained this entirely on Huawei Ascend chips per reporting [1]. Hence we can conclude the semiconductor to model Chinese tech stack is only 3 months behind the US, considering Opus 4.5 released in November. (Excluding the lithography equipment here, as SMIC still uses older ASML DUV machines) This is huge especially since just a few months ago it was reported that Deepseek were not using Huawei chips due to technical issues [2].
US attempts to contain Chinese AI tech totally failed. Not only that, they cost Nvidia possibly trillions of dollars of exports over the next decade, as the Chinese govt called the American bluff and now actively disallow imports of Nvidia chips as a direct result of past sanctions [3]. At a time when Trump admin is trying to do whatever it can to reduce the US trade imbalance with China.
US attempts to contain Chinese AI tech totally failed. Not only that, they cost Nvidia possibly trillions of dollars of exports over the next decade, as the Chinese govt called the American bluff and now actively disallow imports of Nvidia chips as a direct result of past sanctions [3]. At a time when Trump admin is trying to do whatever it can to reduce the US trade imbalance with China.
[1] https://tech.yahoo.com/ai/articles/chinas-ai-startup-zhipu-r...
[2] https://www.techradar.com/pro/chaos-at-deepseek-as-r2-launch...
[3] https://www.reuters.com/world/china/chinas-customs-agents-to...