China's Huawei Develops New AI Chip, Seeking to Match Nvidia
wsj.com
wsj.com
A year ago intel CEO said China is 10 years behind. Now they're making something that isn't far off from a H100, allowing for a wheelbarrow of salt.
At that rate it's plausible that the next round will be directly competitive or better
That said, smaller countries do out-compete the bigger ones in their specialised areas of expertise despite being many times smaller. Finland builds great ice-breakers, Australia does mining and medical, New Zealand does food products. The same will hold for the USA. They will do perfectly fine once the crown passes, just like the other smaller fish do now. Well, assuming the current kerfuffle doesn't turn into a Mao sized disaster. Right now it does have the same anti-intellectual stench to it, but you will stomp on it before it gets completely out of hand. Surely?
And China has a problem with the usa
AMD/Intel have to compete with Nvidia globally (or whatever % of trusted partners). They have to match NVIDIA price/performance.
Huawei doesn't / won't have to compete with Nvidia for long, so they can compete on performance, i.e. using more expensive (less efficient) processes, and more power hungrier chips. The TCO could be higher, but they also don't have to take 40-50% margin like Nvidia, and PRC is less power cost constrained. So possible to make a chip that cost 40% to fabricate vs 20%, but only take 20% of profit instead of 40%. Possible that TCO of that ship uses 2x more power... but local power costs 50%.