>It could be a deadly blow for Google, NVIDIA, and the rest.

How would this be a deadly blow to Google? Google makes TPUs for their own services and products, avoiding paying the expensive nvidia tax. If other people make similar products, this has effectively zero impact on Google.

nvidia knew their days were numbered, at least in their ownership of the whole market. And China hardly had to steal the great plans for a TPU to make one, and a FMA/MAC unit is actually a surprisingly simple bit of hardware to design. Everyone is adding "TPUs" in their chips - Apple, Qualcomm, Google, AMD, Amazon, Huawei, nvidia (that's what tensor cores are) and everyone else.

And that startup isn't the big secret. Huawei already has solutions matching the H20. Once the specific need that can be serviced by an ASIC is clear, everyone starts building it.

>America will train 600k Chinese students as Trump agreed to

What great advantage do you think this is?

America isn't remotely the great gatekeeper on this. If anything, Taiwan + the Netherlands (ASML) are. China would yield infinitely more value in learning manufacturing and fabrication secrets than cloning some specific ASIC.