StockDuty ← Dashboard Aug 13, 2026 12:00 AM ET
CatalystTech/AI

As Qwen & Moonshot team move from 2-3T range to 10T LLM, Alibaba's current SuperNode must support 10T models, even if just @ FP8 fmt.

Consider Zhenwu M890 SuperNode vs Nvidia's GB300 NVL72 (both being built in large # this yr). Both run into memory constraint b4 compute. https://t.co/2H6ZuOa1jd — via @tphuang
10T LLM shift pressures Alibaba SuperNode; memory bottleneck precedes compute.
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