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These are just US companies in the graph tho?
No they named the chinese too..

I believe that the Chinese started building the stuff after 2022 when they banned h100s.. then they banned h800s in 2023 and now the Chinese have something equivalent to h100s that they are producing now.. or h800s .. not sure. H100s and H800s were not that different if I recall correctly. In any case, this news is very strange because they took the NVDA guy to China after they already knew of the affair apparently. Maybe she is a double agent!! Weird as hell.

It my mind they were monitoring the Chinese by feeding them the stuff.. using a double agent. It is way harder to know what Chinese are doing versus Americans I think.