Braggawatts, Cheap Chinese Compute, & Simple ROI Authored by Peter Tchir via Academy Securities, With weakness in chips and AI the prior week, that was a major topic of conversation, as was the escalation in Iran (please see Academy’s Geopolitical Analysis for the latest on Iran and geopolitics more broadly). Two key themes from last weekend’s From Trinkets to Compute seem to be playing out: Cheap Chinese Compute Most importantly, the story of Cheap Chinese Compute is garnering staying power. While DeepSeek may have been a one-off, the story is increasingly about China delivering Cheap Compute. We have seen China flood/control markets in the past. I didn’t see… — Continue at ZeroHedge News : Read More
