Earlier quoted context omitted.
Jensen said the Huawei Ascend 950 is roughly comparable to the NVidia H200[1] The H200 was released Nov 2024. Even allowing for Jensen exaggerating the risk there is no way China is 7-10 years behind. Looking at manufacturing process nodes, SMIC N+3 is a a 5nm process. 5nm was introduced by Samsung and TSMC in 2020 so at most that is 6 years. But the chips they can produce on it are roughly comparable to "roughly lev…
2-4 years is enough to lock them out of the race.
The only difference between using a slower chip such as H100 (or Huawei's Ascend 750) vs NVIDIA's newer Blackwell chips (B200 etc) is that you need more of the slower chips to achieve the same total FLOPs in your cluster. It has zero effect on what models you can run on it.