They've achieved self-sufficiency in >14nm chips in remarkable timing. Unfortunately for DeepSeek, it's the <14nm chips that are needed for massive training tasks. I wouldn't be surprised if China backs down and lets them purchase the chips given that they are still years away from being able to make them themselves. Either that or the gov't steps in and forces them to share resources
And even if Huawei's Ascend 910C can compete with NVIDIA's H200, CUDA is still a large moat
And even if Huawei's Ascend 910C can compete with NVIDIA's H200, CUDA is still a large moat