DeepSeek — Field Evidence
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Field note
On the Limitations of Non-GPU AI Accelerators for Large-Model Inference: A Field Study of MoE and Multimodal Serving on Huawei Ascend — Non-GPU AI accelerators are increasingly adopted as alternatives to general-purpose GPUs for large-model inference, but the real engineering cos
collected 2026-07-10original 2026-07-09
Does this shift the US–China race?
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Impact on the index
Migration out · minor
China -20US +13
Directional contribution — before recency decay and per-type diminishing returns. How it works →
Related Front
US vs ChinaLikely
U.S. FrontiervsChina Open-Weight
Likely — capability gap narrowing on common tasks
Letters from the Front
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