As the U.S. tightens tech export curbs, chip giant NVIDIA is reported to be preparing to launch its China-customized B30 GPU in July, aiming to bypass restrictions. But as DGA Group's Paul Triolo points out, the real story lies not in a single chip, but in evolving system-level architectures, like Huawei's CloudMatrix 384, which rivals top-tier NVIDIA setups in performance. With Chinese firms rapidly advancing in inference-focused AI deployment, the tech rivalry is shifting from raw chip power to full-stack ecosystem competition.