why_only_15

Why do you think the Chinese labs figured this out before the western labs? No reason to believe that whatsoever.

yeah there's some KV cache offload

This is just wrong unless you're using some confusing definition. Notice that companies trying to do lots of inference aren't looking for CPUs, they're looking for GPUs/TPUs.

CPU DRAM can't really be used for inference efficiently -- inference mostly wants memory bandwidth, not memory capacity, and GPU DRAM has >10x more bandwidth. The fabs can switch between them but you can't switch after the fact.

They have various benchmarks, e.g. how much time it takes them to do wikipedia page -> page games. Jev seems to take the same or fewer hops but in ~10x less time and for ~10x less money.

It's totally reasonable to compare against LLMs doing chain of thought if it gets comparable performance.

To what degree can you say something like "if the kernel doesn't have metaprogramming [or some other set of features] it's fine". When were the last bugs with a reduced feature set?

The whole point is that these are security bugs that didn't necessarily bother people so far but could be exploited

why do you think so? they provide some evidence of this in the article, but there have been several improvements in e.g. nanogpt-speedrun or openai parameter golf made by AIs

Does China subsidize housing construction? Is your claim something like "China encourages/forces consumers to save at high rates which lowers interest rates and makes there be more construction"?