AI Race Heats Up With U.S. Megadeals Vs. China’s Open Source
SMRTR summary
The AI race has intensified with contrasting strategies between U.S. and Chinese companies. American tech giants like OpenAI, AMD, and Nvidia are forming trillion-dollar partnerships to control the entire AI production stack, creating a tightly interdependent network of megadeals for chips and computing power. Meanwhile, Chinese firms like Tencent and DeepSeek are pursuing open-source models that maximize efficiency with limited hardware access, spreading innovation across more companies while reducing costs and systemic risks.
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