Is it really related to China's tech sector as such, though? If this is true then Openai, Google or even many magnitudes smaller companies etc. can just easily

Is it really related to China's tech sector as such, though? If this is true then Openai, Google or even many magnitudes smaller companies etc. can just easily replicate similar methods in their processes and provide models which are just as good or better. However they'll need way less Nvidia GPUs and other HW to do that than when training their current models.