Elon Musk:

In fact, the Chinese AI models are generally excellent. You can see on the kind of intelligence ratings there, especially given the limited amount of computing the Chinese AI companies have, the performance is excellent.

China probably does the best in terms of performance per calculation unit. And as I've said publicly, you know, I think China is going to address the limitation of computing faster than most people expect.

My rough guess would be that China will tackle the constraints of computing with lithography and chip manufacturing in about two or three years.