[ExI] Trump Is Doubling Down on His Disastrous A.I. Chip Policy

[John Clark]

On Sun, Dec 21, 2025 at 11:21 AM <spike at rainier66.com> wrote:

*> Nvidia could not start or grow in China.  Those kinds of companies need
> to be in the USA, where information flows, companies compete, and there are
> two big oceans on either side with big old nuclear submarines in them and a
> government which keeps its grubby paws off of businesses as much as
> practical.*


*It's dangerous to underestimate an opponent. The Chinese AI company
DeepSeek started off very small and it's still smaller than huge Chinese
giants like Baidu and Tencent, but it's growing much faster than they are
because its AI is better. DeepSeek has proven itself to be a very creative
company, it has found a novel way to train an AI that requires
significantly less computing power than its Chinese or western
competitors. *

*And DeepSeek is not the only Chinese AI startup, Baichuan, Zhipu AI,
Moonshot AI, and MiniMax have also raised billions of dollars in funding.
The interesting thing is that unlike western AIs, Chinese cutting edge AIs
such as Kimi K2, MiniMax M1, Qwen 3, and of course DeepSeek R1 are all
completely open sores and they have extremely permissive licensing terms,
their AI source code and model weights are available for anyone to use,
modify, and distribute however they like. As a result, Chinese open-source
AI models now account for about 30% of total global AI usage, and that
percentage is likely going to grow because it's very difficult for western
AI companies to compete with free. *


*John K Clark*
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