We asked @ohlennart (Associate Information Scientist @RANDcorporation) about the semiconductor supply chain and the Huawei vs Nvidia debate. "Looking at the spec sheets is never enough. That's where the software ecosystem comes in. Huawei is definitely struggling there. I think they will eventually get there; they just need to have more developers." "That's an argument in favor of letting the H20 go there (to China). The more people that use the H20, the fewer developers using the Huawei ecosystem." "Everyone compares the Nvidia H20 to the Huawei A710C. On paper, they're similar, but this never tells the real story. The software ecosystem is where Huawei struggles." "China is struggling. We need to understand and debate the limited GPU resources despite the number of chips being produced."