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by credit_guy 418 days ago
Huawei doesn't need to match Nvidia, because their clients don't have access to Nvidia. They can claim they match Nvidia, and the claim may be an exaggeration, but the market won't punish them, since there are no alternatives. AMD and Intel don't have that luxury. If they deliver 80% of what Nvidia delivers (at the same price point), they get to sell roughly speaking zero.