[hakfoo]

I wonder if there's a "commoditize your complement" play in there somewhere.

Having the software stack get dirt-cheap and multi-vendor is good for hardware players. I'd argue there's even huge value in developing tooling that's less nVidia-centric for the health of the overall market, and the fact China is filled with other hardware manufacturers that want a bite at that margin and insatiable demand.

[bfkwlfkjf]

Are you saying that china is releasing great open weights model because they want to get into the GPU business? Which institution do you imagine is coordinating this?