I think they'd be entirely fine just using NVIDIA, and most of the push came from US itself trying to ban export (or "export", as NVIDIA cards are put together in the china factories...).

Also AMD really didn't invest enough in making their software experience as nice as NVIDIA.

I was referring to this: https://www.reuters.com/markets/emerging/china-tells-tech-fi...

ROCm is making serious inroads, now.