Tech commentator Eli discusses two major concerns: the global oil supply crisis caused by the closure of the Strait of Hormuz, and China's strategic challenge to Nvidia's dominance in AI computing.
科技评论员Eli探讨了两大议题:霍尔木兹海峡封锁引发的全球石油供应危机,以及中国对英伟达AI计算霸主地位的战略挑战。

On oil, he notes that tankers which left before the closure are still arriving in ports, but once those final shipments are delivered — Europe around April 1st and the US around April 15th — no replacement supply will follow, potentially driving gas prices to $10 per gallon in America.
关于石油问题,他指出,在封锁前出发的油轮仍在陆续抵港,但一旦这批最后的货物交付完毕——欧洲约在4月1日,美国约在4月15日——将不再有新船跟进,美国油价可能因此飙升至每加仑10美元。

On technology, Huawei has developed "CANN Next," a drop-in replacement for Nvidia's CUDA programming frxwork, designed to mimic CUDA's commands and outputs while running on Huawei's Ascend AI chips. Drawing a parallel to how Linux displaced Unix by replicating its functionality with open-source code, Eli argues this strategy could be highly effective globally. Developers already familiar with CUDA could seamlessly switch to Huawei's ecosystem without relearning anything, potentially undermining Nvidia's market dominance worldwide, especially in emerging markets like India, the Middle East, and Latin America.
关于技术层面,华为开发了"CANN Next",这是英伟达CUDA编程框架的直接替代品,通过模仿CUDA的指令和输出,运行于华为昇腾AI芯片之上。Eli将此比作Linux通过开源方式复制Unix功能、最终取而代之的历程,认为这一策略在全球范围内极具威力。已熟悉CUDA的开发者无需重新学习,便可无缝迁移至华为生态,这可能从根本上动摇英伟达的市场主导地位,尤其是在印度、中东和拉丁美洲等新兴市场。