The CCP has done such an incredible job in catching up

The CCP is extraordinary. Here's what's happening. What they realized is that the AI scaling race is not a chip race.It's a full stack systems core design race where if you can't compete head-to-head on chips for now, what do you do. You compete on systems design. You say, "Okay, we don't have leading edge chips here yet. So, let's try to compete on systems." The codeesign the chip that you have might be Huawei with the compute infrastructure with the training run.And then you design that to have a bunch of ...