- creating more efficient models such as MoE based DeepSeek
- getting their hands on cutting edge GPUs all the same
I think it was Dylan Patel (from semianalysis) on Dwarkesh that mentioned one scam is for a Chinese source to arrange for a SOTA NVidia cluster to be bought/installed in some non-embargoed country, then dismantled and shipped to China.
https://www.msn.com/en-us/money/markets/bytedance-plans-to-s...