BREAKING
Moonshot AI: GPU Supply Improved
2024 Forecast Plays Out
Expectation vs Assumption
Moonshot View
Now
●
Supply improved enormously
●
Chips not a key constraint
Common Assumption
Washington
●
Controls limit training
●
Hardware access squeezed
Possible Drivers
1
Stockpiling
↓
2
Domestic chips
↓
3
Gray market
↓
4
New sourcing
Candid Update or Signaling?
Scrutiny Continues
AI NEWS BLITZ
Moonshot AI's CEO says GPU supply has improved enormously despite US export controls.