It's a strategy to keep up during the scale-up of the AI industry without the amount of compute American companies can secure. When the Chinese get their own chips in volume they'll dig their moats, don't worry. But in the meantime, the global open source community can be leveraged.
Facebook and Anthropic are taking similar paths when faced with competing against companies that already have/are rapidly building data-centres of GPUs like Microsoft and Google.
> When the Chinese get their own chips in volume they'll dig their moats, don't worry. But in the meantime, the global open source community can be leveraged.
The Open Source community doesn't help with training
> Facebook and Anthropic are taking similar paths when faced with competing against companies that already have/are rapidly building data-centres of GPUs like Microsoft and Google.
Facebook owns more GPUs than OpenAI or Microsoft. Anthropic hasn't release any open models and is very opposed to them.
Nah, the Chinese companies just don't believe that a business moat could be built by pure technologies given there're a surplus supply of fundings and capable engineers, as well as the mediocre IP protection law enforcement in China market.
Instead, they believe in building moat upon customer data retentions, user behavior bindings and collaboration network or ecosystem.
It's all about tradeoff between profit margin vs. volume scale, while in China market the latter one always prevail.
Facebook and Anthropic are taking similar paths when faced with competing against companies that already have/are rapidly building data-centres of GPUs like Microsoft and Google.