They are not as capable certainly but considering they didn't have anything like 3-4 years ago, I'd say the potential to catch up is there.

Also like OpenAI's Jalapeno, with LLMs it might be feasible to deploy relatively simpler silicon that's hard to program for, and farm out implementation to AI so the CUDA moat might be shallower than before.

>I would hazard a guess that Huawei is paying to get positive stories about their chips on the English-language internet, because they certainly aren't getting any organically

Jensen has said that 7nm Huawei chips are comparable to A100-level chips, and even fairly recent models as of 1>year ago were trained on those and process improvements are not what they used to be