Agree on price but what you are suggesting on energy is likely not true.
More energy is likely more power (if you decide that the performance matters). More power means you cant network enough of these chips together at the scales needed for training. And that means they havent really solved the problem (although likely they are progressing nicely towards the solution).
Basically they made training much more efficient and developed a better and cheaper product. They passed the stage of "AI in China is basically impossible" to "It's just a matter of time and money until they take the lead".
