Elucidating this a bit:I guess my argument is that I don't expect Huawei to jump over NVIDIA in terms of chips. And I don't expect that it will matter that much.Huawei basically has taken a strategy of stronger architecture and systems engineering, because the Chinese are fantastic at that. They've built something of a supernode which helps them catch up (it does the same number of arithmetic operations, around 300 PFLOPS as NVIDIA), with the downside of consuming more power, like 3x more (and m