- Chinese labs managed to "overcome decades of R&D" because they have been trying for many years now with unlimited resources, government support and total disrespect of IP laws
- Chinese chips may not be competitive at process power/W with Western but they have cheaper electricity and again unlimited loss capacity
- they will probably hit wall at the software/ecosystem level. CUDA ergonomy is something very difficult to replicate and, you know, developers love ease of use
- Chinese labs managed to "overcome decades of R&D" because they have been trying for many years now with unlimited resources, government support and total disrespect of IP laws
- Chinese chips may not be competitive at process power/W with Western but they have cheaper electricity and again unlimited loss capacity
- they will probably hit wall at the software/ecosystem level. CUDA ergonomy is something very difficult to replicate and, you know, developers love ease of use