AMD/Intel have to compete with Nvidia globally (or whatever % of trusted partners). They have to match NVIDIA price/performance.
Huawei doesn't / won't have to compete with Nvidia for long, so they can compete on performance, i.e. using more expensive (less efficient) processes, and more power hungrier chips. The TCO could be higher, but they also don't have to take 40-50% margin like Nvidia, and PRC is less power cost constrained. So possible to make a chip that cost 40% to fabricate vs 20%, but only take 20% of profit instead of 40%. Possible that TCO of that ship uses 2x more power... but local power costs 50%.
AMD/Intel have to compete with Nvidia globally (or whatever % of trusted partners). They have to match NVIDIA price/performance.
Huawei doesn't / won't have to compete with Nvidia for long, so they can compete on performance, i.e. using more expensive (less efficient) processes, and more power hungrier chips. The TCO could be higher, but they also don't have to take 40-50% margin like Nvidia, and PRC is less power cost constrained. So possible to make a chip that cost 40% to fabricate vs 20%, but only take 20% of profit instead of 40%. Possible that TCO of that ship uses 2x more power... but local power costs 50%.