Love reading these highly detailed analyses. Short version: Zhaoxin's currently competitive with 2010/2011-era AMD and Intel, with some asterisks around RAM speed.

There is to my mind a sort of race to get up to "fast enough to host H100 competitor AI hardware" with non-US IP that makes sense to engage in. In those terms, it looks like they're maybe 2 revs away -- I'm not sure what process node the KX7000 is on, but there's some architectural work to finish up. That said, this is interesting. I assume the chips will continue to improve from Zhaoxin, unless they lose their core team.