$NVIDIA(NVDA)$ $Naura Technology Group Co.,Ltd.(002371)$ $SMIC HK SDR 5to1(HSMD.SI)$ 🚀📊🤖 China’s NAURA Surges as Huawei Goes Brute Force 🤖📊🚀
🇨🇳 Huawei has unveiled its boldest plan yet: to connect 15,488 Ascend processors, claiming a staggering 62× throughput compared to Nvidia’s NVLink144 system. The catch? Each Ascend chip is just ~6% as powerful as an Nvidia GPU. The strategy is simple: brute force scale.
⚙️ Where does NAURA come in? As China’s premier semiconductor equipment supplier, NAURA is the backbone that enables this vision. The chart shows NAURA breaking above ¥418 with strong volume, riding upper Keltner and Bollinger channels. This is textbook strength: higher lows since July, accelerating trend since September, and volatility expansion confirming accumulation.
📈 Nvidia, by contrast, shows hesitation at $180 after a sharp spike; Keltner/Bollinger compression suggests indecision, possibly awaiting earnings catalysts. Meanwhile, NAURA is sending a different message: China is gearing up for self-sufficiency, and the market is rewarding the key enablers.
💡 Historical parallel: In the 2000s, Cray supercomputers lost ground to commodity x86 clusters, not because each chip was faster, but because horizontal scaling won the economics. Huawei is betting on history repeating. If so, NAURA, not Nvidia, could be the local beneficiary.
👉❓ The question is: Can brute force scaling plus domestic equipment leadership rewrite the AI hardware balance, or will efficiency and ecosystem keep Nvidia ahead?
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- Hen Solo·09-24TOP🤖It’s fascinating how Huawei is leaning into brute force architecture. Efficiency may be on Nvidia’s side, but scale can shift economics. NAURA’s trend since September shows that local policy support is aligning perfectly with Huawei’s ambitions.2Report
- Cool Cat Winston·09-24TOP📊I like how you tied NAURA’s breakout to Huawei’s brute force strategy. It reminds me of when ASML became essential for EUV. The way NAURA is positioned now feels similar in China’s ecosystem, and that ¥418 level looks like the right confirmation point.2Report
- Cool Cat Winston·09-24TOP📊I like how you tied NAURA’s breakout to Huawei’s brute force strategy. It reminds me of when ASML became essential for EUV. The way NAURA is positioned now feels similar in China’s ecosystem, and that ¥418 level looks like the right confirmation point.2Report
- Tui Jude·09-24TOP⚙️The Cray parallel you brought up really hit me. That shift toward horizontal scaling is exactly why I think NAURA could see longer term rerating. Watching NVDA pause near $180 while NAURA climbs higher says a lot about where sentiment is rotating.1Report