"[T]he US and China are also adopting very different approaches to adopting AI. The big US companies mostly favour massive, proprietary, “closed-weights” models, such as ChatGPT and Gemini, which may be best suited to achieving generalisable intelligence. By contrast, Chinese AI companies favour smaller, cheaper (and arguably less safe) “open-weights” models, such as DeepSeek and Alibaba’s Qwen, that can be more readily adapted by developers. In part, China is making a virtue of necessity because US export restrictions have denied it access to the state-of-the-art silicon chips needed to build the most powerful foundation models. But it also reflects China’s priority in rapidly diffusing the technology.
Michael Power, the former global strategist of the investment firm Ninety One, reckons the US is making a “catastrophic strategic error” in betting so heavily on giant closed AI models. “China’s model is turning out to be far more effective in terms of usable compute in the real world,” Power tells me, especially considering the country’s lower energy costs. Even Sam Altman, OpenAI’s chief executive, has expressed his personal concern that “we have been on the wrong side of history here”.
A recent study by MIT and Hugging Face found that Chinese open models have now overtaken comparable US models in terms of global adoption. Many US companies, including Airbnb, have become fans of the “fast and cheap” Qwen. In this critical area too the question arises: can the west catch up with China?"
https://www.ft.com/content/45615c0a-952d-49b6-b2e0-c35d3826768f
#AI #GenerativeAI #USA #China #OpenWeights #OpenSource