Radar

Power

DeepSeek targets Nvidia’s programming language

AI firm DeepSeek announced that it had developed software tools for chips made by Huawei Technologies aimed at extracting the best performance from Huawei’s chips. DeepSeek said its work with Huawei offered a potential alternative to Nvidia’s CUDA, specialized software that can reach the upper limit of hardware performance. DeepSeek said its programming language, TileLang, offered a simpler programming model for instructing computers to do things. DeepSeek’s announcement follows Huawei earlier in September unveiling plans for larger, more powerful AI computing systems and new generations of its flagship Ascend chips in 2028 and 2029.

As ever, one of China’s strengths remains its ability to devote large resources to developing ecosystems even when payoffs will take a long time to arrive and could be small. Also as ever, the weakness here is wasted resources and the possibility that it may not close the gap on US/Western technologies in a meaningful time period.

Source: New York Times

Power

Ford CEO Farley says Europe has lost EV battle with China

Europe continues to handle its negotiations with China poorly, but China’s risk is that cumulative risks from its trade stance and Russia’s threats leads to a WTF breaking point with Europe, with Germany moving towards France, Italy, Spain, the Netherlands and Lithuania in leaning towards a harder stance against Chinese imports.

Source: Reuters

Risk

Ex-stock market regulator Yi Huiman prosecuted for making payments, taking bribes

China’s disciplinary authorities continue to step up their prosecutions of leading officials from the last several years. Risks: longer term stagnation as no one takes the initiative on any matter and smartest people choose to leave/not to work in government; deep-rooted anti-Xi feelings – repressed for now but threat in the future post-Xi/if Xi’s leadership were to weaken.

Source: SCMP