Nvidia CEO feels that China is merely ‘nanoseconds behinds’ the US in AI race. It is important for the US to race ahead and win the race.
Despite Washington’s export control, Nvidia CEO argues that the selling of chips to China benefits the USA. He is worried about the battle for developers. There is a subtle shift of late. The low-cost open-source Chinese models could lure the international users away from US products. Open-source models could be more economical than OpenAI models and Anthropic. AI coding tools have been built on top of DeepSeek. A US company Cognition AI appears to have built its new coding agent off a base model from Z ai.
Chinese models have overtaken the US in terms of cumulative downloads by developers.
To begin with, it was a slow shift, but it has accelerated its pace now.
The issue has geopolitical concerns. The leftist ideologies could be embedded in the outputs. To the developers, the risk seems to be of a lesser concern.
The US retains its premiere position by its access to cutting-edge chips and by its computing power. This is useful in advanced systems but low-cost open-source push attracts developers to Chinese models. These are the backbone of AI innovation.
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