中国AI加速器玩家数量惊人，竞争激烈

It's insane how many AI accelerator players China has. Like in LLMs, EVs, robots, solar… they're not niche like Groq and (less so) Cerebras, they all have Nvidia-shaped ambition. And compete for very scarce silicon. Will we see consolidation, or will it be China As Usual?