Nvidia is subject to export restrictions on GPUs to China. So Chinese labs have responded by allowing American hosts to run their open-weight models in the US, where there are no restrictions. We see this in the EU too where Scaleway, and now Hetzner are getting into the inference host space serving Chinese open-weight models.

So Nvidia benefits from more inference providers running many Chinese models that they otherwise would not have been able to service.

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bee_rider 3 hours ago | parent [-]

Oh, that’s interesting. I think the general expectation was that blocking exports to China would result in companies there building their own cards competing with NVIDIA. If it has incentivized them to release open weight models instead, that seems like an unexpected win.

	▲	brendoelfrendo an hour ago \| parent [-]
		It's all things at once. Perhaps it's incentivized the open weight strategy. It's also prompted Huawei to ramp up production of AI chips to try and create a local competitor to Nvidia. It's also also created a grey market for Nvidia chips within China.