Xiaoyin Qu(@quxiaoyin):The worst case scenario for USA AI: 1. Chinese open sources keep gaining market share. China owns the model layer. 2. Those models were trained and inference-optimized on Huawei chips instead of NVIDIA. China also owns the chip layer. 3. US doesn't build data centers fast enough to keep up with the demand of compute, storage and energy. China meanwhile exports the inference and training layer(for continual training it will happen along with inference) Export control is not the right strategy here. Simply banning "open source from China" doesn't solve the issue here. USA must invest in open source models, hopefully get Chinese models to use NVIDIA, and invest in nuclear asap.

2026.06.29 07:01

The worst case scenario for USA AI: 1. Chinese open sources keep gaining market share. China owns the model layer. 2. Those models were trained and inference-optimized on Huawei chips instead of NVIDIA. China also owns the chip layer. 3. US doesn't build data centers fast enough to keep up with the demand of compute, storage and energy. China meanwhile exports the inference and training layer(for continual training it will happen along with inference) Export control is not the right strategy here. Simply banning "open source from China" doesn't solve the issue here. USA must invest in open source models, hopefully get Chinese models to use NVIDIA, and invest in nuclear asap.

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