

Tbf they (Moonshot) claim it’s not as good as Fable overall. Fable is also held back by US government mandated guards. Anthropic could well be ahead by a lot in terms of research and maybe we just don’t have the full picture. But that puts them in an even worse spot because it would mean they’re already at the limit of what they can compete with in the market.




They use their own Ascend NPUs. They’re weaker individually than Nvidia’s chips, so they emphasize connecting many more of them together to compensate. It’s not about replacing individual pieces; the product is basically the complete system (think rack-scale AI supercomputer). It’s an alternative to Nvidia’s system level products like NVL144, not necessarily in terms of performance but also because it’s produced 100% domestically in China.