There's no Huawei Chinese chipmakers can fill Nvidia's shoes... anytime soon

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There's no Huawei Chinese chipmakers can fill Nvidia's shoes... anytime soon
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Chinese AI and GPU vendors face a less than fab-ulous dilemma where to get their chips built moving forward

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It's worth noting that Nvidia's H100 boasts FP16 performance 3.5x higher and substantially faster interconnect speeds to boot. So, by modern standards, it's not a particularly fast card. Moving forward, development of new accelerators by Biren, Moore Threads, or Huawei will likely require refactoring their designs for production using older process tech available from domestic fabs like SMIC.

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