With what technology ?
US has long term export controls on China and as they have demonstrated with Russia recently once you have secondary sanctions in place everyone falls into line. So it's pretty likely they will be effective.
But China can outfit itself with more hardware even if it’s not as fast as the latest iteration and still speed past the U.S. while the U.S. and the EU argue about AI being racist or not.
Not at the scale you need to build a world-class AI.
Let me know when Huawei is able to place an order for 300,000 GPUs.
I recommend you follow some of the specialist chinese AI substacks to see what’s happening over there.
Esp around chip building
SIMC right now relies entirely on existing US/EU hardware for their chip building.
New versions of which are no longer available to them.
Do you recommend any in particular? I'm not familiar enough with the Chinese AI scene to know who to check out