SébastienThe GPU giant is investing $26B in open-weight models like Nemotron 3 Super. They aren't just hardware vendors anymore; they are becoming a vertically integrated AI powerhouse.
Simultaneously, China's open-model ecosystem (DeepSeek, Qwen) is gaining ground globally because it isn't cloud-locked like US frontier models.
This shift changes the game: Open vs. Closed is no longer a technical debate—it's a geopolitical chess match.
https://open.spotify.com/episode/2TZEyPrnEI192ncagV1cHj?si=s5VbdqPXToiQRIW5Ll1gNA
