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2025-06-21 China-Japan-Koreas
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China Prepares for What Comes Next
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Direct Translation via Google Translate. Edited.
Text taken from the X account of William Ho.
China’s Photonic Chips
China just unveiled a chip that could end the era of the GPU. Over 100 channels of light. 2,560 TOPS. No heat. No bottlenecks. It makes NVIDIA look old by comparison. This could be the biggest shift since the microprocessor. A 50 GHz optical clock. Fits on a fingernail. Meanwhile, the US is still pretending that NVIDIA is a strategy.
China didn’t just build a faster chip. They broke through in a new field of physics. Optical computing uses light, not electrons. They don’t get hot. They operate at multiple wavelengths. They shatter the wall that silicon erected a decade ago. The US has nothing like this. Nothing.
Where is the US version? It doesn’t exist. No photonic chip foundries. No pilot lines. No industrial policy. No ecosystem. Just tenured physics professors and DARPA slides who never left defense contractors.
Every American “AI breakthrough” is just another GPU with more transistors and more power. Put water cooling on it and pretend it’s progress. NVIDIA is now an energy company with marketing.
China is already ramping up production of thin-film lithium niobate photonic devices. They have the physics, the materials, and the manufacturing. This is not a demo. It’s a roadmap. And it’s government-backed from start to finish.
America, on the other hand, is stuck in its own mythology. It still thinks it leads the world in innovation. In reality, it leads the world in lawsuits and export controls. That’s not leadership. That’s fear.
The US military-industrial complex is too big to change. Optical computing doesn’t make Raytheon rich. So it’s ignored. Meanwhile, the Pentagon keeps writing checks to Lockheed for useless things.
Optical chips won’t just power AI. They will destroy the current cloud model. They will destroy the GPU cartel. They will make American silicon look like steam engines. That’s why no one in Washington wants to talk about it.
China is playing to win. Not with press releases. With physics, fabrications, and government coordination. The US response? Sue everyone, sanction everyone, and pray Taiwan doesn’t reunify.
This isn’t just a story about chips. This is another story about how America is not the greatest country in the world. No vision. No leadership. Just a bloated tech sector struggling to keep the lights on using yesterday’s tools. Wake up.
On the China-US standoff and why China is helping Russia
The Western media pretends that China doesn’t know what BlackRock, Vanguard and NATO are doing in Europe. They don’t. Beijing sees the entire chessboard. No illusions, no noise. Just the moves. Whatever China does for Russia, it does it with clarity, not confusion.
The US outsourced European sovereignty to Wall Street. BlackRock is now presiding over the “reconstruction” of Ukraine. Defense contractors are financing Europe’s rearmament. The IMF and Brussels are imposing financial discipline on the ruins. This is not aid. This is terraforming.
China watched Iraq being plundered. Then Libya. Then Syria. It watched NATO gobble up Eastern Europe and place missile systems on Russia’s doorstep. It saw what 2014 was in Ukraine: a hostile merger backed by Anglo-Saxon capital. It knew what was coming next.
So no, China’s support for Russia is no accident. This is a deliberate counterweight to the Anglo-financial-military complex reshaping Eurasia. The same complex is now eyeing Taiwan and the South China Sea. Everything is connected.
Look at the data. China is not supplying tanks. It is supplying CNC machines, sensors, microelectronics – the same stuff the West was selling before sanctions. Now it is just going through a different channel. Quietly. Relentlessly.
Beijing does not pretend to be neutral. It does not join blocs of its own free will. Its diplomacy is slow, its countermeasures are targeted, and its weapons are economic. Russia is a buffer. A testing ground. A living textbook.
The West made a fatal mistake: it assumed that China would play by the same rules it wants to rewrite. Instead, China is creating parallel institutions, parallel logistics, and a parallel currency sphere. And it is doing this with partners who have nothing to lose.
China is not supporting Russia out of sentimentality. He is protecting the Eurasian continent from becoming another profit zone for JPMorgan and Raytheon. He is fighting the privatization of sovereignty.
And lastly, if you are still pretending that China is naive, you are not serious. It knows what the West is. It has seen what it has done. And it is preparing for what comes next.
On the tech competition in AI and hardware.
The West has hailed Jensen Huang and Sam Altman as visionaries. China sees them as two hucksters. One is selling obsolete chips wrapped in hype. The other is hyping the GPU shortage as if it were the next oil crisis. Both are backed by Wall Street. Here is the full story.
Start with CUDA. Nvidia's real moat. Not the hardware. A bloated compiler stack inherited from the gaming era. It was never designed for AI. It became dominant by inertia, not merit.
Every Western AI startup is tied to it. The H100 is not chosen for performance. They are chosen because everything depends on Nvidia’s proprietary stack. It’s vendor lock-in disguised as innovation.
China is unimpressed. It doesn’t want access to CUDA. It wants to get rid of the lock-in. So it built a new stack from scratch. Da Vinci cores. CANN compiler. Completely sovereign.
Then comes the interconnect. Nvidia keeps NVLink as a monopoly. No open access. No third-party innovation. Only a select few hyperscalers get the best. Everyone else waits their turn.
Huawei’s answer: CubeAI. A proprietary interconnect protocol. Then came CloudMatrix 384. A national AI cluster with 384 Ascend 910B processors. No CUDA. No NVLink. No asking.
CloudMatrix is vertically integrated. The hardware, the compiler, the network, the orchestration — all built in-house. No Jensen. No TSMC waste. No US bottlenecks.
Meanwhile, in the West, startups spend their time rewriting cores to suit Nvidia’s quirks. They’re not building AI. They’re writing drivers for someone else’s hardware monopoly.
From China’s perspective, Jensen Huang is no genius. He’s a salesman in a leather jacket. Creating artificial shortages. Giving away chips. Recycling the same GPU every cycle.
Sam Altman is even worse. A PR golem hiding behind AGI buzzwords. His job is to cause a computing panic, attract government capital, and drive up prices. It’s a slow-motion exit strategy from Silicon Valley.
China refused. Not because it had to. But because it saw a trap. CUDA is a cage. NVLink is a leash. Jensen is a gatekeeper. CloudMatrix is a prison break.
Huawei isn't playing catch-up. It's building a separate ecosystem. One where Nvidia and OpenAI don't matter. No need to install drivers. No need to please middlemen.
The West's AI boom is built on hype, subsidies, and shortages. China is building real infrastructure. Using local silicon, local software, and not looking at Nvidia's games.
Jensen and Sam are selling dreams. China is reading the fine print. The future belongs to those who can build outside the Wall Street casinos.
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Posted by badanov 2025-06-21 00:00||
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