It may also mean that Moore Threads has more legal freedom being Chinese to implement CUDA compatibility even if it infringes on Nvidia patents. Sometimes the limitations are legal rather than technical, either way AMD is in serious trouble if Moore Threads achieves sufficient CUDA compatibility

This looks like it was meant for HPC and not gaming

CUDA is proprietary and an open alternative exists. It is just that very little software is written in OpenCL.

What people are missing is that China doesn’t need to make the best semiconductors, at least not at first, since there already exists a market for them and will buy them up at any performance level, and not just in China. Does Iran or Russia or Venezuela care if Chinese semiconductors are only 80-90% as good when the alternative is no chips?

Oil stealing thieves

An unlikely winner here are countries sanctioned from latest semiconductor technology. Sooner or later China will be make chips that more than good enough for supercomputers. I know there have been Chinese designs in the Top 500 before.

Concrete example, a Saudi Arabian university has a supercomputer https://www.top500.org/system/178515/ this supercomputer is restricted to Iranian students. Otherwise Saudi Arabia wouldn’t have been allowed to have it. Now think of all the possibilities if we could tell the US to pounce sand.