[JumpCrisscross]

> all that regulation will do at this point is help the incumbents who are failing

This depends on the specific regulation. The datacentre moratoria probably give open-weight models time to catch up by tempering the extent to which the leading companies can turn their capital advantage into market share.

[DarmokJalad1701]

> datacentre moratoria

What infrastructure will these open weight models be trained on?

[JumpCrisscross]

> What infrastructure will these open weight models be trained on?

One, the infrastructure is being built for inference. Not training. If all we were doing was training on datacentres, I think America probably has enough already for near-term commercial needs.

[linzhangrun]

Meituan’s 1.6T LongCat was trained entirely on Huawei training cards.

DeepSeek, GLM, Qwen and others are also actively working on similar replacement.

[anamexis]

Chinese infrastructure, presumably.