Chinese AI labs kinda seem like a plot twist in LLM evolution. Their models are quite capable now. They’re not at the levels of American labs’ flagship models yet, but the gap has been narrowing quite a lot.
When OpenAI and Anthropic models are only marginally better, but much pricier, then I would think they’ll gradually shed users (followed by investors).
Ironically, I could imagine a possibility of Nvidia “saving” American AI. If they can take the lead with Nemotron (in like a “post-OpenAI/Anthropic” future when open-source models dominate), then maybe they can survive on chip sales… Though they’d probably have to compete with Chinese chips at that point.
Chinese AI labs kinda seem like a plot twist in LLM evolution. Their models are quite capable now. They’re not at the levels of American labs’ flagship models yet, but the gap has been narrowing quite a lot.
When OpenAI and Anthropic models are only marginally better, but much pricier, then I would think they’ll gradually shed users (followed by investors).
Ironically, I could imagine a possibility of Nvidia “saving” American AI. If they can take the lead with Nemotron (in like a “post-OpenAI/Anthropic” future when open-source models dominate), then maybe they can survive on chip sales… Though they’d probably have to compete with Chinese chips at that point.