AI Boom And Nvidia Curbs Fuel Domestic GrowthChinese chipmakers reported record revenue and expect further gains as domestic tech firms ramp up AI infrastructure.Paul Triolo of Albright Stonebridge Group told CNBC on Friday that the U.S. restrictions have added "rocket fuel" to demand, while export curbs on Nvidia chips are pushing China to adopt local alternatives.Companies like Huawei and Moore Threads are stepping in to fill the gap, even as they trail U.S. performance.Parv Sharma of Counterpoint Research said these domestic solutions are helping fill the "compute gap" and driving strong revenue growth.Memory Shortage Opens Door For Local PlayersGlobal shortages…