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DeepSeek returns on Huawei iron — we told you the bus was the story

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DeepSeek’s new model generation, tuned for Huawei Ascend, is the software half of the NVLink-vs-open-bus fork. How likely is Chinese hardware independence? High for a sovereign inference lane; contested at the deepest manufacturing layers.

Why long sessions make AI coding cheap: prompt cache hit-rate

posted in: Uncategorized | 0

If you run coding agents day in and day out, you eventually notice something odd. Some weeks the bill looks almost boring. Then a few sharp spikes appear — usually on days when someone reopened an old chat on another … Continued

NVLink for the rich cats, PCIe for the rest — and Huawei opens the bus

posted in: AI & Compute | 0

Pulling NVLink from RTX 40-class GeForce was not a gamer gift. It reserved multi-GPU fabric for enterprise inference while home labs got PCIe 5.0 ×16. Huawei’s open UnifiedBus 2.0 specs point the other way: link many NPUs as one machine.

Xiao Xin Xin