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Eleanor Olcott
Eleanor Olcott @EleanorOlcott
2 Jun 25

Still yet to talk to any engineers here who say Huawei Ascend working for AI training. It’s ok for inference on small models. DeepSeek doing all of their R2 training on Nvidia, can still get hands on enough H100s to scale up their cluster.

Ray Wang
Ray Wang @rwang07

BBAT continue to favor NVIDIA chips. Their diversification efforts remain limited, although they are accelerating due to increasing compute demand and export controls.

Eleanor Olcott
Eleanor Olcott @EleanorOlcott
26 May 25

Last year, China's parcel delivery industry handled 174.5 BILLION packages — equivalent to more than 124 per person.

Kyle Chan
Kyle Chan @kyleichan

China makes up around 50% of the global e-commerce market. It’s no surprise that many global trends in e-commerce are coming out of China. Astounding chart from @tejparikh90’s latest FT piece. 1/ https://t.co/AMXjGafXuY

Eleanor Olcott
Eleanor Olcott @EleanorOlcott
25 May 25

From the archives

Ian Hogarth
Ian Hogarth @soundboy

Fascinating profile of Li Lu by @EleanorOlcott https://t.co/D97J5S0T6G