My take on DeepSeek's R2 delay: Ascend didn't hold up for training, Nvidia's back, and Kimi K2, GLM-4.5, and Qwen 3 are raising the stakes.
China's Mixed Stacks Are the New Normal
My take on DeepSeek's R2 delay: Ascend didn't hold up for training, Nvidia's back, and Kimi K2, GLM-4.5, and Qwen 3 are raising the stakes.