
heffeque Truth hurts sometimes. You'll see hurt people lash out statements of disbelief when presented with proof. Clearly things are changing, but some people prefer to think that the US doesn't have a serious contender. Sadly Europe is nowhere to be found. Reply
jp7189 heffeque said: Truth hurts sometimes. You'll see hurt people lash out statements of disbelief when presented with proof. Clearly things are changing, but some people prefer to think that the US doesn't have a serious contender. Sadly Europe is nowhere to be found. The problem is the proof is sometimes not as awesome as it seems. Benchmarking AI can be a cat and mouse game as its possible to train AI on a particular benchmark without noticeably improving real world results. Qwen36 looks like it should beat Gemma4, and for a while I was regularly switching between them, but now I find myself sticking with Gemma4 because it produces usable results more often. YMMV. That's not to take anything away from Chinese models as they are producing some good things. Just cautioning against getting over excited about 1st party benchmarks that have yet to be verified. Reply
PEnns heffeque said: Truth hurts sometimes. You'll see hurt people lash out statements of disbelief when presented with proof. Clearly things are changing, but some people prefer to think that the US doesn't have a serious contender. Sadly Europe is nowhere to be found. This is another "Made in Japan" moment of denial where it was used as a derogatory statement in the US (and elsewhere, but not to the same extent or vehemence). Then suddenly in the 1970s, EVERYBODY was buying Japanese cars, electronics, etc…!! And now we have the "Made in China" denial movement whose disciples refuse to accept the obvious and seem to never have studied the word "Hubris" or know its meaning… Reply
johnnycanadian PEnns said: And now we have the "Made in China" denial movement whose disciples refuse to accept the obvious and seem to never have studied the word "Hubris" or know its meaning… This, exactly. I lived through the (pardon the term) "Jap Crap" era of the 1970s when every domestic manufacturer believed that Japan was a joke, capable of only exporting rubber dog doo or cheap tin toys. Then the 1980s happened. Same thing with the Korean vehicle manufacturers: the mid-1980s Hyundai Pony was terrible in every measurable way save for price, but now, Hyundai/Kia/Genesis is firing on all cylinders. We're about to start receiving Chinese EVs in Canada, and a couple of the BYD Denza models look spectacular enough that I'm going to happily trade in my Tesla once dealerships are established in the lower mainland. I had an opportunity to check them out last time I was in Mexico and I was very impressed! Reply
nookoool johnnycanadian said: This, exactly. I lived through the (pardon the term) "Jap Crap" era of the 1970s when every domestic manufacturer believed that Japan was a joke, capable of only exporting rubber dog doo or cheap tin toys. Then the 1980s happened. Same thing with the Korean vehicle manufacturers: the mid-1980s Hyundai Pony was terrible in every measurable way save for price, but now, Hyundai/Kia/Genesis is firing on all cylinders. We're about to start receiving Chinese EVs in Canada, and a couple of the BYD Denza models look spectacular enough that I'm going to happily trade in my Tesla once dealerships are established in the lower mainland. I had an opportunity to check them out last time I was in Mexico and I was very impressed! Just adding the lesser known was "Taiwan Junk , Bootlegs, pc clones" era Reply
PEnns johnnycanadian said: This, exactly. I lived through the (pardon the term) "Jap Crap" era of the 1970s when every domestic manufacturer believed that Japan was a joke, capable of only exporting rubber dog doo or cheap tin toys. Then the 1980s happened. Same thing with the Korean vehicle manufacturers: the mid-1980s Hyundai Pony was terrible in every measurable way save for price, but now, Hyundai/Kia/Genesis is firing on all cylinders. We're about to start receiving Chinese EVs in Canada, and a couple of the BYD Denza models look spectacular enough that I'm going to happily trade in my Tesla once dealerships are established in the lower mainland. I had an opportunity to check them out last time I was in Mexico and I was very impressed! And to add insult to injury, the same people who are decrying the "Made in China" stuff….are posting or disseminating their ignorance on phones, tablets, PCs, you name it, the vast majority of which is…..Made in China!! Reply
russell_john People seem to be missing what American Big AI is scared of happening. This will be Open Source meaning if you have enough memory, storage, CPU and GPU power you can download it and run it yourself. But I have complete confidence that the Federal Government will find an excuse to keep it out of the hands of Americans and force us all to pay an exorbitant price to the American AI Cartel that are desperate to get their investment back. Reply
usertests russell_john said: But I have complete confidence that the Federal Government will find an excuse to keep it out of the hands of Americans and force us all an exorbitant price to the American AI Cartel that are desperate to get their investment back. That will work as well as the war on piracy. The main obstacle to running frontier open source models locally is the cost of admission. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/moonshot-releases-2-8-trillion-parameter-kimi-k3#main
- https://www.tomshardware.com/subscription
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- How Nations Are Deploying AI for Strategic Priorities
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- Tower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan targets $3.6 billion revenue by 2028
- Nvidia RTX 50 Super GPUs are reportedly ready, but stuck in limbo due to excessive GDDR7 pricing — 3GB GDDR7 module costs triple the price of 2GB
Informational only. No financial advice. Do your own research.