This isn't true, especially not with the inference engine becoming public, now you can build your on models on the same or similar architecture and ship massive gains on top of these stacks.

I think people don't realize the Salesforce SAP Palantir would love to ship these models, and they have/are shipping them.

The threat of exfilteration of data via these models is high but it's nowhere near as high as the margins.

For instance if you could cut your ai input bill by over 90% would you do it? Can you put some of that extra margin say 10-20% to make it more secure.

I know of atleast 10 fortune 500 companies that are entirely planning to or have moved to Chinese models for a large portion of their work.

It's insane people in finance are delusional enough to think that won't happen.

Maybe Govt will try to de-risk with bans on using open models but I don't think that's going to work at scale, people will literally spawn labs to launder DeepSeek/GLM models into a US model by some novel training etc approach or something.

I still don't think that it's as much a kami-kaze rather it's an attempt to normalize the world around the Chinese stack.

If DeepInfer is supported by everyone, it will be much easier to export stuff aka hardware that only supports it for now or is optimized for it.

Assume china starts selling hyper optimized Asics for inference at some point.

This feels like a race to the bottom as soon as possible because they have much lower costs, if there is a Wipeout in AI Labs in US chinese labs are largely insulated, and they can hopefully buy Nvidia chips for cheap if that does happen.