Food for thought: Constraints are the source of creativity.

Short term they might have less compute, but long term they will most definitely have more compute. They don't have to worry about energy, they don't have to worry about people blocking them building data centers the only thing stopping them is there no Chinese manufacturer that can produce a chip as good as Nvidia but I would bet that solved in a year or so.

Just because other companies don't write papers about what they do doesn't mean they aren't innovative...

"Necessity is the mother of invention."

Not sure they'd be the same without the constraints.