Comment by aurareturn

They wouldn’t be ahead because they can’t buy Nvidia compute racks anymore and they don’t have EUV machines.

Blackwell is 10-20x more efficient than H200. Vera Rubin is expected to be several times more efficient than Blackwell.

The US has way more compute installed in Gigawatts because China can’t get enough chips. https://epoch.ai/blog/trends-in-ai-supercomputers

I do wonder how most Chinese employees at OpenAI and Anthropic feel about their employer constantly spreading anti China propaganda to decrease competition. Perhaps money solves almost all things so they go along with it.