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 GPU

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=49397204 https://news.ycombinator.com/item?id=49397204 [1] https://news.ycombinator.com/item?id=49431231 https://news.ycombinator.com/item?id=49431231