The yr is 2029. China's AI little dragons are serving 500T/day out of Data Center in Inner Mongolia where energy is essentially free from wind/solar farms + BESS.

Inference stack all domestic w/ AI chips made in SMIC, HBM from CXMT, SSD from YMTC, MLCC from Sanhua & transceivers + PCBs from any number of domestic players. Stuff of nightmares for Nvidia. — via @tphuang

China's AI serving 500T/day with free energy and domestic chips signals major scale-up.