Marc Einstein

92%. That's NVIDIA's share in @CounterPointTR Sovereign AI LLM Index @nvidia has become the default platform for Sovereign Al training and interence. -While NVIDIA continues to dominate in training and now inferencing, challengers such as @AMD @cerebras @Qualcomm , @Rebellions_inc , Google TPU, and Amazon Web Services @awscloud - Inferentia are beginning to carve out strategic positions in the next phase of Sovereign Al as “Tokenomics” become important. -We have observed in our Sovereign AI LLM research that hosting is increasingly Sovereign while the AI chip source is not. Most domestic LLM developers widely use NVIDIA’s AI chips to train their LLMs, driven by its mature CUDA-based ecosystem. -Looking ahead, AMD is pushing its sovereign AI LLM momentum through Moreh, a foundation model consortium member, whose subsidiary Motif builds LLMs on AMD, alongside developer Upstage’s M1355 deployment. -Furthermore, Cerebras is accelerating its initiative ‘Cerebras for nations’ in partnership with G42, MBZUAI, and India’s C-DAC to deploy a supercomputer in India $NVDA $AMD $AVGO $MRVL solana:5aQcoaSyy7fnhvpRHasBUAMH2nL5tTjVrmFw6BeGmoon $GOOG

𝗧𝗿𝗮𝗳𝗳𝗶𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀 𝘁𝗼 𝗧𝗼𝗸𝗲𝗻𝗼𝗺𝗶𝗰𝘀: 𝗔𝗜 𝗶𝘀 𝗥𝗲𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗮𝘁 𝗘𝘃𝗲𝗿𝘆 𝗟𝗮𝘆𝗲𝗿 𝗳𝗿𝗼𝗺 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝘀 𝘁𝗼 𝗗𝗲𝘃𝗶𝗰𝗲𝘀 𝘁𝗼 𝗖𝗶𝘁𝗶𝗲𝘀 𝖠𝗍 𝖬𝖶𝖢 𝖲𝗁𝖺𝗇𝗀𝗁𝖺𝗂 𝟤𝟢𝟤𝟨, 𝖢𝗁𝗂𝗇𝖺 𝖴𝗇𝗂𝖼𝗈𝗆 𝖺𝗇𝖽 @Huawei 𝖻𝗋𝗈𝗎𝗀𝗁𝗍 𝗍𝗁𝖾𝗂𝗋 𝗃𝗈𝗂𝗇𝗍 "𝟧𝖦 𝖢𝖺𝗉𝗂𝗍𝖺𝗅" 𝗂𝗇𝗂𝗍𝗂𝖺𝗍𝗂𝗏𝖾 𝖻𝖺𝖼𝗄 𝗍𝗈 𝗍𝗁𝖾 𝗌𝗍𝖺𝗀𝖾 𝗎𝗇𝖽𝖾𝗋 𝗍𝗁𝖾 𝗍𝗁𝖾𝗆𝖾 "𝖭𝖾𝗍𝗐𝗈𝗋𝗄 𝖢𝗋𝖾𝖺𝗍𝖾, 𝖠𝖼𝗍𝗂𝗈𝗇 𝖫𝖾𝖺𝖽𝗌." 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝗃𝗈𝗂𝗇𝖾𝖽 𝗈𝗉𝖾𝗋𝖺𝗍𝗈𝗋𝗌, 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗏𝖾𝗇𝖽𝗈𝗋𝗌, 𝖼𝗁𝗂𝗉𝗆𝖺𝗄𝖾𝗋𝗌, 𝖽𝖾𝗏𝗂𝖼𝖾 𝗆𝖺𝗄𝖾𝗋𝗌, 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝖼𝗈𝗆𝗉𝖺𝗇𝗂𝖾𝗌, 𝖺𝗇𝖽 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽𝗌 𝖻𝗈𝖽𝗂𝖾𝗌 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗁𝗈𝗐 𝖠𝖨 𝗂𝗌 𝗋𝖾𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝗇𝖾𝗍𝗐𝗈𝗋𝗄𝗌. 𝖮𝗎𝗋 𝗉𝖾𝗋𝗌𝗉𝖾𝖼𝗍𝗂𝗏𝖾 𝖾𝗑𝗉𝗅𝗈𝗋𝖾𝗌 𝗐𝗁𝗒 𝗍𝗁𝗂𝗌 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇 𝖾𝗑𝗍𝖾𝗇𝖽𝗌 𝖿𝖺𝗋 𝖻𝖾𝗒𝗈𝗇𝖽 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒—𝗋𝖾𝖽𝖾𝖿𝗂𝗇𝗂𝗇𝗀 𝖼𝗂𝗍𝗂𝖾𝗌, 𝗐𝗂𝗍𝗁 𝗍𝖾𝗅𝖼𝗈𝗌, 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗉𝗋𝗈𝗏𝗂𝖽𝖾𝗋𝗌, 𝖺𝗇𝖽 𝗉𝗎𝖻𝗅𝗂𝖼-𝗉𝗋𝗂𝗏𝖺𝗍𝖾 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌𝗁𝗂𝗉𝗌 𝗉𝗅𝖺𝗒𝗂𝗇𝗀 𝖺 𝗉𝗂𝗏𝗈𝗍𝖺𝗅 𝗋𝗈𝗅𝖾 𝗂𝗇 𝖻𝗎𝗂𝗅𝖽𝗂𝗇𝗀 𝗍𝗁𝖾 𝖠𝖨-𝗇𝖺𝗍𝗂𝗏𝖾 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝗈𝖿 𝗍𝗈𝗆𝗈𝗋𝗋𝗈𝗐. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖳𝗁𝖾 𝖮𝗉𝖾𝗋𝖺𝗍𝗈𝗋'𝗌 𝖵𝗂𝗌𝗂𝗈𝗇: 𝖢𝗁𝗂𝗇𝖺 𝖴𝗇𝗂𝖼𝗈𝗆'𝗌 𝖢𝖺𝗌𝖾 𝖿𝗈𝗋 𝖡𝗎𝗂𝗅𝖽𝗂𝗇𝗀 𝖠𝖨-𝖢𝖾𝗇𝗍𝗋𝗂𝖼 𝖭𝖾𝗍𝗐𝗈𝗋𝗄𝗌   • 𝖳𝗁𝖾 𝖵𝖾𝗇𝖽𝗈𝗋'𝗌 𝖯𝗅𝖺𝗒𝖻𝗈𝗈𝗄: 𝖧𝗎𝖺𝗐𝖾𝗂'𝗌 𝖤𝗇𝗀𝗂𝗇𝖾𝖾𝗋𝗂𝗇𝗀 𝖢𝖺𝗌𝖾 𝖿𝗈𝗋 𝗍𝗁𝖾 𝖠𝗀𝖾𝗇𝗍 𝖤𝖼𝗈𝗇𝗈𝗆𝗒   • 𝖳𝗁𝖾 𝖳𝗈𝗄𝖾𝗇 𝖵𝖺𝗅𝗎𝖾 𝖦𝗋𝖾𝖺𝗍𝖾𝗋 𝗍𝗁𝖺𝗇 𝖳𝗋𝖺𝖿𝖿𝗂𝖼 𝖦𝖡 𝖵𝖺𝗅𝗎𝖾   • 𝖶𝗁𝖾𝗋𝖾 𝗍𝗁𝖾 𝖱𝖾𝗌𝗍 𝗈𝖿 𝗍𝗁𝖾 𝖨𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝖨𝗌 𝖧𝖾𝖺𝖽𝗂𝗇𝗀   • 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍'𝗌 𝖯𝖾𝗋𝗌𝗉𝖾𝖼𝗍𝗂𝗏𝖾: 𝖥𝗋𝗈𝗆 𝖠𝖨-𝖣𝗋𝗂𝗏𝖾𝗇 𝖭𝖾𝗍𝗐𝗈𝗋𝗄𝗌, 𝖣𝖾𝗏𝗂𝖼𝖾𝗌 𝗍𝗈 𝖠𝖨 𝖢𝗂𝗍𝗂𝖾𝗌 - 𝗍𝗁𝖾 𝖭𝖾𝗑𝗍 𝖥𝗋𝗈𝗇𝗍𝗂𝖾𝗋   • 𝖶𝖾 𝗌𝖾𝖾 𝖼𝗂𝗍𝗂𝖾𝗌 𝖼𝗈𝗇𝗏𝖾𝗋𝗀𝗂𝗇𝗀 𝗈𝗇 𝗍𝗁𝗋𝖾𝖾 𝗉𝗋𝗈𝗏𝖾𝗇 𝗀𝗈𝗏𝖾𝗋𝗇𝖺𝗇𝖼𝖾 𝗆𝗈𝖽𝖾𝗅𝗌 𝗋𝖺𝗍𝗁𝖾𝗋 𝗍𝗁𝖺𝗇 𝗈𝗇𝖾 𝗎𝗇𝗂𝗏𝖾𝗋𝗌𝖺𝗅 𝗉𝖺𝗍𝗁 - 𝖲𝗈𝗏𝖾𝗋𝖾𝗂𝗀𝗇 𝖠𝖨 𝖢𝗂𝗍𝗒, 𝖳𝖾𝗅𝖼𝗈-𝖫𝖾𝖽 𝖠𝖨 𝖢𝗂𝗍𝗒, 𝖤𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆-𝖥𝗂𝗋𝗌𝗍 𝖢𝗂𝗍𝗒 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… 𝗪𝗮𝗻𝘁 𝘁𝗼 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝘁𝗵𝗲𝘀𝗲 𝘁𝗿𝗲𝗻𝗱𝘀 𝗳𝘂𝗿𝘁𝗵𝗲𝗿? • 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝟮𝟬𝟮𝟱 𝗔𝗜 𝗖𝗶𝘁𝘆 𝗥𝗮𝗻𝗸𝗶𝗻𝗴𝘀 𝘁𝗼 𝘀𝗲𝗲 𝗵𝗼𝘄 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱'𝘀 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗰𝗶𝘁𝗶𝗲𝘀 𝗮𝗿𝗲 𝗽𝗿𝗼𝗴𝗿𝗲𝘀𝘀𝗶𝗻𝗴 𝘁𝗼𝘄𝗮𝗿𝗱 𝗔𝗜-𝗻𝗮𝘁𝗶𝘃𝗲 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… • 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗠𝗪𝗖 𝗦𝗵𝗮𝗻𝗴𝗵𝗮𝗶 𝟮𝟬𝟮𝟲 𝗥𝗲𝗽𝗼𝗿𝘁 𝗳𝗼𝗿 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 𝗮𝗻𝗱 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/… #5GAdvanced #AINetworks #Telecom #AICities #AI #𝖲𝗈𝗏𝖾𝗋𝖾𝗂𝗀𝗇𝖠𝖨