Or stuff like this....
Nvidia founder and CEO Jensen Huang Jen-hsun said China’s ability to catch up in chip technology should not be underrated, as the country pours massive resources into shoring up the sector amid mounting export restrictions by the US and its allies.
The world’s most valuable chip maker, which has been barred by Washington from selling its most advanced chips to customers in China, must “run very fast” to stay competitive, Huang told reporters at a round table at Computex Taipei, an annual technology industry expo, on Tuesday.
“Whatever the regulations are … of course we will absolutely comply, but I think China will use the opportunity to foster their local entrepreneurs, and that’s why there are so many graphics processing unit start-ups in China,” Huang was quoted as saying by Nikkei Asia and several Taiwanese media outlets.
I'd put money on industry giants than some random think tank analyst or most journalists with limited industry exposure.