Doesn't really make sense to me. The whole "sovereign" thing is to basically say you won't be screwed if you go to war with a country tomorrow because you are dependent on their supply chain. Nothing about this changes that IMO. They're still getting the chips fabbed somewhere else and run the same risks.
It means it's not beating B300 in FP4 TOPS.
Isn't the supply chain on advanced semiconductors ludicrously extended?
Wafers rare Earth's, specialized equipment, etc?
True, but besides wars there are other dangers, e.g. USA does not declare war when they apply "sanctions" randomly, under the legal theory that they can dictate how anything that includes some piece of US origin may be used by its owner.
Since that theory began to be used, anyone outside US has become anxious to become "sovereign", i.e. to stop using anything about which a foreign state can claim to have rights.