China’s open-weight AI models are prompting US players to reconsider their strategy.
THE SO WHAT
China’s push on open-weight models—and Nvidia, Meta reacting—is eroding the idea that US labs can hold a durable moat on closed weights alone. If you’re an enterprise buyer, this is leverage: you can now push vendors harder on portability, on-prem options, and exit paths from any single model provider.
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