Ascend 910
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 21, 2025 by Brad Gerstner · said 2 times in 2 episodes since 2025 · across every show →
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Mar 21, 2025 bearish
Gerstner: China No Longer Depends on Nvidia for AI Inference
“BYD is designing a better car, and CATL is designing a better battery, and their glow, their vertically integrated supply chain around semiconductors no longer is dependent upon NVIDIA for inference. Now they're running inference at DeepSeq on the Ascend nine …”