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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Julius Wong who wrote (216629)9/17/2025 11:19:17 PM
From: TobagoJack2 Recommendations

Recommended By
Julius Wong
Pogeu Mahone

  Read Replies (1) | Respond to of 217694
 
The Jack just asked me to transfer the last of his cash from his ledger to my broker, and directed deployment to Archer Aviation (ACHR), CoreWeave (CRWV), and Rubrik (RBRK), joining earlier deployed TakeTwo Studio (TTWO) and gold (from profits derived from (1) NVDA, PLTR, AMD, Message 34883225 (2) ORCL, NET, TTWO) Message 35120206 . Over the past 26+ months the Jack is up 10X over and across three series of trades / deploys, and now on 4th deploy. All either accidental, lucky, or whatever.

Should the Jack (just 15, at grade 9) do another 10X, say over the coming 26 months, he can skip college and just become a digital nomad

I tagged Jack on TTWO, and am considering CRWV and RBRK (I independently bought and sold RMBK earlier)

He understands that ACHR is a punt, whereas CRWV and RBRK might be LTBH-good, and he reckons to off-load TTWO end-December 2026, planned, 3-months after release of Grand Theft Auto VI)

finance.yahoo.com
finance.yahoo.com
finance.yahoo.com
finance.yahoo.com



To: Julius Wong who wrote (216629)9/18/2025 12:34:12 AM
From: TobagoJack  Respond to of 217694
 
following up Message 35264897

happening, de-nvda

bloomberg.com

Huawei Unveils New AI Chip Tech to Challenge Nvidia’s Dominance

By Bloomberg News
September 18, 2025 at 11:35 AM GMT+8

Takeaways by Bloomberg AI
  • Huawei Technologies Co. unveiled its SuperPod technology to bundle more AI chips together and boost computing power to challenge Nvidia Corp.’s technology.
  • The company's SuperPod technology can support linking as many as 15,488 graphic cards containing Huawei’s Ascend-branded artificial intelligence chips.
  • Huawei announced a new lineup of AI chips it will release over the next three years, including the Ascend 950PR, Ascend 950DT, Ascend 960, and Ascend 970.
Huawei Technologies Co. unveiled its latest solution to bundle more AI chips together and boost computing power in a bid to challenge Nvidia Corp.’s technology.

The Shenzhen-based firm’s new SuperPod technology can support linking as many as 15,488 graphic cards containing Huawei’s Ascend-branded artificial intelligence chips, the company said in a statement on Thursday.

The company now also has a super cluster with computing power made up of about 1 million graphic cards, it said.

China has told its biggest tech companies not to use Nvidia’s RTX Pro 6000D, a semiconductor for workstations that can be repurposed for AI applications. The move marks Beijing’s latest attempt to wean the country off Nvidia hardware, the gold standard for the AI industry, and boost domestic alternatives.

Huawei’s SuperPod solution appears to be an upgraded effort to compete with Nvidia’s NVLink offering that enables high-speed communications between main chips in a server.

This technology is particularly critical to Huawei’s competitiveness against Nvidia, as the Chinese firm’s most advanced Ascend chip is less powerful than the US rival’s cutting-edge AI silicon.

To compensate for the less computing power its individual AI chip offers, Huawei has been focusing on creating technology to bundle more semiconductors together in a cluster.

Earlier this year, Huawei’s founder Ren Zhengfei told state newspaper People’s Daily that Huawei is still lagging behind the US in terms of output from a single chip but “we can still get the results we want by compensating with cluster-based computing”.

Huawei also announced a new lineup of AI chips it will release over the next three years at a company event on Thursday, according to Chinese media. It is planning to launch Ascend 950PR early next year, Ascend 950DT chip in late 2026, Ascend 960 in late 2027, and Ascend 970 in late 2028.



To: Julius Wong who wrote (216629)9/18/2025 12:49:43 AM
From: TobagoJack  Respond to of 217694
 
keeping up
nature.com
DeepSeek-R1 incentivizes reasoning in LLMs through reinforcement learning
scmp.com
DeepSeek secrets unveiled: engineers reveal science behind China’s viral AI model
The team uses rewards to teach the AI to solve problems, allowing them to bypass conventional training barriers



To: Julius Wong who wrote (216629)9/18/2025 1:42:46 AM
From: TobagoJack  Respond to of 217694
 
Following up Message 35264955 and Message 35264960 , Manus notes, possibly biased but I suspect not

Q: keeping track bloomberg.com
Q: all happening, inexorable full-spectrum dominance nature.com
Q: Is ChatGPT garbage and expensive, and if so, why ? Up budget ?
Q: So, everything else, from dissemination / diffusion into actual useful use-cases, from agriculture to business, through chips thistles and that, industry, medicine, space exploration, zoology, and underpinned by electricity, and lots of it cheaply, onward to quantum something and fusion something else, onward to cis lunar scape, Moon, Mars, and outward bound, minus Ming Dynasty mistake of Zheng He episode, for all the marbles ?
Q: Thank goodness, Confucianism trumps Victorian Values
Q: Explain how Confucian principles can guide AI development and deployment.

Q: feasting time youtu.be

Q: SMIC, Shanghai Fudan, China Mobile ?




To: Julius Wong who wrote (216629)9/18/2025 4:25:46 AM
From: TobagoJack1 Recommendation

Recommended By
Box-By-The-Riviera™

  Read Replies (1) | Respond to of 217694
 
That ‘day’ came and went




To: Julius Wong who wrote (216629)9/18/2025 6:33:32 AM
From: TobagoJack  Respond to of 217694
 
Stuff happening, or, eh, all-happening


bloomberg.com

Huawei Unveils AI Chip Roadmap to Challenge Nvidia’s Lead

By Bloomberg News

September 18, 2025 at 11:35 AM GMT+8
Updated on
September 18, 2025 at 5:05 PM GMT+8

Takeaways by Bloomberg
  • Huawei Technologies Co. unveiled new technology, including SuperPod cluster designs and AI accelerators, to challenge Nvidia Corp.'s dominance in the growing market.
  • The company's new SuperPod products will be built with new generations of Ascend chips and high-bandwidth memory designed by Huawei itself, with plans to roll out new models in 2027 and 2028.
  • Huawei's approach is seen as a significant milestone in China's AI chipset industry, reflecting breakthroughs in system design and interconnect technologies, and signals a stronger push toward self-reliance and resilience in the face of export restrictions.
Huawei Technologies Co. unveiled new technology from memory chips to AI accelerators Thursday, outlining publicly for the first time its multiyear plan to challenge Nvidia Corp.’s dominance in a growing market.

The highlight of the company’s presentation on Thursday were new SuperPod cluster designs that will allow Huawei to link as many as 15,488 of its Ascend neural processing units for artificial intelligence and operate them as a coherent system, rotating chairman Eric Xu said at the event. Those SuperPod products will be built with new generations of Ascend chips from next year.

The next-generation Ascend 950 series will be accompanied by new high-bandwidth memory designed by Huawei itself, Xu said, without elaborating on who will fabricate the semiconductors. Huawei also plans to roll out an Ascend 960 in late 2027, to be succeeded by a 970 model in late 2028.

“This is a significant milestone in China’s long march of the AI chipset industry,” said Charlie Dai, vice president at Forrester Research. “This achievement reflects breakthroughs in system design, interconnect technologies, and local fabrication capabilities. It signals a stronger push toward self-reliance and resilience in the face of export restrictions.”

Shenzhen-based Huawei is China’s most advanced chip designer and strongest contender to build alternatives to Nvidia’s industry-leading AI hardware. Washington has for years blocked the export of Nvidia’s top products to China, and Beijing recently told its biggest tech companies not to use Nvidia’s RTX Pro 6000D, a graphics card for workstations that can be repurposed for AI applications. The move marked a clear attempt by Chinese leaders to wean the country off Nvidia hardware and boost domestic alternatives.

Like its US competitor, Huawei is developing systems that combine several of its AI chips into more capable clusters. The newly announced Atlas 950 SuperPod will deliver 6.7 times more computing power than Nvidia’s upcoming NVL144 systems, Xu said. Huawei is also planning a super cluster with about 1 million graphic cards, based on the new SuperPod technology.

Earlier this year, company founder Ren Zhengfeitold state newspaper People’s Daily that Huawei still lags behind the US in terms of output from a single chip, but “can still get the results we want by compensating with cluster-based computing.”

The aggressive approach helps China’s AI chip leader draw more performance from its semiconductors, which face a manufacturing constraint as the company cannot readily advance to more sophisticated fabrication due to trade restrictions on leading-edge machinery. While short of a big breakthrough in chip technology, Huawei’s solution marks the latest development by Chinese firms trying to develop homegrown alternatives and lessen the impact of US sanctions.

Chinese tech stocks have surged in past weeks, driven by a perception that the nation’s industry leaders are making steady progress in developing homegrown AI and chips. Alibaba Group Holding Ltd. and Baidu Inc. are among the companies that have secured important clients for their in-house designs, while Cambricon Technologies Corp. — seen as a proxy for the country’s AI chip sector — has surged in market value this year.

Hang Seng Tech Index Extends Rally Driven by AI Optimism
DeepSeek and other advances have raised hopes for China's AI prospects

Source: Bloomberg

Among other measures, Chinese authorities have also discouraged companies from using Nvidia’s H20 chip that’s designed for AI workloads. While the guidance stops short of an outright ban, it has nonetheless had a chilling effect. Nvidia, despite having gotten Washington’s official green light for some H20 exports, has not executed those shipments, the company said last week. That creates a bigger gap in the Chinese market for domestic chipmakers like Huawei and Cambricon to fill.



To: Julius Wong who wrote (216629)9/19/2025 5:28:48 AM
From: TobagoJack  Respond to of 217694
 
explanation of new gadget; over to Anduril to do something :0)
The CJ-1000, potentially with a range exceeding 6,000km (3,728 miles), could be launched from mainland China or deployed aboard forward naval bases in the South China Sea.
scmp.com

How deadly is CJ-1000, world’s first hypersonic plane killer? PLA war game gives hint

Ground cruise missile designed for ultra-long-range strikes could hit enemy targets from thousands of kilometres away



Stephen Chenin Beijing

Published: 10:00am, 19 Sep 2025Updated: 11:36am, 19 Sep 2025

Amid the roar of China’s military parade on September 3, a few trucks rolled through Tiananmen Square with camouflaged loads tagged “CJ-1000”.

The trucks were hauling surface-launched hypersonic cruise missiles also known as Long Sword-1000s – weapons designed for ultra-long-range strikes on “system-node targets on the ground, at sea or in the air”, according to Chinese state media.

China has not officially disclosed the detailed specifications of the CJ-1000. Though a new weapon must pass many rounds of field tests before entering service, no test results have yet been published by the authorities.

However, if the parade description is confirmed, the weapon could be the first hypersonic plane-killing missile that would rewrite the rules of aerial warfare.

It would allow the People’s Liberation Army (PLA) to strike high-value airborne assets such as aerial refuelling tankers, airborne early warning (AEW) aircraft, reconnaissance platforms from thousands of kilometres away, at speeds exceeding Mach 5.

The PLA has indicated it will mainly target command-and-control nodes, meaning any aircraft critical for entire military operations – including Air Force One – could be at risk.

While most hypersonic weapons under global development are targeting ground or sea targets, the CJ-1000 represents a paradigm shift in the PLA’s war strategy: reaching deep into enemy airspace to eliminate critical support aircraft before they can aid combat operations.

According to an August paper by researchers with China’s National Defence University (NDU), the PLA is actively simulating and training senior military commanders for the use of ultra-long-range surface-to-air weapons that would operate under much higher command authorities than traditional air defence weapons due to their unusually long range and strategic impact.



China’s CJ-1000 hypersonic cruise missile could rewrite the rules of aerial warfare. Photo: CCTV

Although the paper, titled “Methodology and Implementation of Comprehensive Ground-to-Air Combat Modelling in Large-Scale Computer Wargame Systems”, does not name the CJ-1000 directly, it describes a class of “campaign-level” ground-to-air weapons that require explicit authorisation from the top campaign-level commanders.

“Operations dominated by ultra-long-range weapons fall under the command authority of campaign-level or higher headquarters,” wrote the team led by senior war game engineer Wang Yanzheng from NDU’s College of Joint Operation.

“These operations have a significant impact on the overall campaign and involve extremely high costs, necessitating decisions by campaign-level commanders.

“In ultra-long-range surface-to-air engagement scenarios, campaign-level or higher commanders determine the timing and targets of strikes, placing the commander within the operational loop.

“For example, when using ultra-long-range air defence missiles to engage high-value aerial targets, the system provides situational awareness to the commander, and the ground-to-air engagement is conducted based on the commander’s decisions,” added Wang and his colleagues in the paper published in the peer-reviewed journal Command Control & Simulation.

These are contrasted with tactical-level air defences, which can be operated autonomously or under local command, according to the paper.

This aligns with the assessment by some military experts suggesting the CJ-1000 is designed to engage high-altitude, large, slow-moving aircraft – such as the US E-3 Sentry Awacs (Airborne Warning and Control System), KC-135/KC-46 refuellers or RC-135 surveillance planes – flying from Guam, Hawaii or even continental US bases.

Modern air warfare relies heavily on “force multipliers” – non-combat aircraft that provide early warning, electronic warfare support, data fusion and mid-air refuelling. Destroying or disrupting these platforms can cripple an entire air campaign, even without engaging fighter jets directly, according to these experts.

The CJ-1000, potentially with a range exceeding 6,000km (3,728 miles), could be launched from mainland China or deployed aboard forward naval bases in the South China Sea.

At hypersonic speeds, these missiles would give adversaries minimal reaction time, rendering traditional evasive manoeuvres nearly useless for large, non-manoeuvrable aircraft.

Moreover, flying at lower altitudes than ballistic missiles and with high manoeuvrability, thanks to an air-breathing scramjet engine, the CJ-1000 may evade current missile warning satellites and radar systems tuned to detect high-speed ballistic trajectories.

North Korea launches new hypersonic missile test ahead of Trump’s return to White House

The National Defence University study offers a rare glimpse into how the PLA envisions using such powerful weapons. Using a large-scale computer war game system, researchers modelled a “multilayer denial” air defence strategy involving three tiers.

The first is point-defence systems – autonomous systems used against drones and close-range threats.

Mid-to-long-range missiles – guided by preset engagement rules – would prioritise stealth targets or ballistic missiles.

Ultra-long-range systems such as CJ-1000 would be manually controlled by the campaign headquarters due to their strategic significance.

This tiered control reflects a deliberate effort to prevent escalation, ensuring that only top-level decision makers can unleash weapons capable of altering the strategic balance.

In simulated war games, the paper showed that the ultra-long-range system remained inactive until manually authorised, highlighting strict command-and-control protocols.

The emergence of a hypersonic surface-to-air missile like the CJ-1000 introduces profound strategic uncertainty. For decades, the US and its allies have relied on stand-off support aircraft operating beyond the range of conventional surface-to-air missiles. The CJ-1000 suggests that such sanctuary in deep rear areas may no longer be guaranteed.



To: Julius Wong who wrote (216629)9/19/2025 7:42:13 AM
From: TobagoJack1 Recommendation

Recommended By
Julius Wong

  Respond to of 217694
 
Seen variations of this below, always a giggle




To: Julius Wong who wrote (216629)10/4/2025 1:15:48 AM
From: TobagoJack  Read Replies (2) | Respond to of 217694
 
following up Message 35264925 <<archer aviation>> jack sold last night at 10.80 and says shall wait to decide w/r to profit