China's open-weights AI strategy is gaining traction, positioning its companies at the forefront of the AI sector.

While the US employs a closed-first approach, China's strategy allows for more flexibility in AI model usage, with minimal switching costs between different models. This adaptability is particularly evident in engineering, where APIs enable seamless transitions between services like ChatGPT and Claude. Despite US export controls on GPUs, Chinese firms possess sufficient resources to train models, but face challenges in offering global-scale services akin to those by OpenAI and Anthropic.

Source: werd.io