Comment by rvz

This is no surprise [0] [1].

>> "They are already there on open weight models and Jensen knows that it is only a matter of time until China catches up with GPUs or other AI accelerators."

It is also why Nvidia becoming a bank for other AI companies who are unable to find VCs to fund them isn't really a good thing and that is bearish.

[0] https://news.ycombinator.com/item?id=49431231