Reactions from ranked influencers
20 posts
Is china pulling back
FT: CHINA’S MINISTRY OF COMMERCE HAS DISCUSSED WITH AI COMPANIES, INCLUDING ALIBABA, BYTEDANCE, AND ZHIPU AI, POSSIBLE RESTRICTIONS ON THE OVERSEAS TRANSFER OF KEY DATA USED TO TRAIN AI MODELS, AS WELL AS ON FOREIGN USERS DOWNLOADING MODEL WEIGHTS. HOWEVER, CHINA PLANS TO CONTINUE ALLOWING OVERSEAS CUSTOMERS TO ACCESS THESE MODELS AND SERVICES.
if china decides to actually limit open weights access to only people in china, we're about to see chapter-22-section-3 and chapter-11-section-3 of the latest 5 year plan go into play: attract foreign capital + foreign talent aka go build in china, or be content giving them Your Data
FT: CHINA’S MINISTRY OF COMMERCE HAS DISCUSSED WITH AI COMPANIES, INCLUDING ALIBABA, BYTEDANCE, AND ZHIPU AI, POSSIBLE RESTRICTIONS ON THE OVERSEAS TRANSFER OF KEY DATA USED TO TRAIN AI MODELS, AS WELL AS ON FOREIGN USERS DOWNLOADING MODEL WEIGHTS. HOWEVER, CHINA PLANS TO CONTINUE ALLOWING OVERSEAS CUSTOMERS TO ACCESS THESE MODELS AND SERVICES.
Welcome to the new Cold War.
🇨🇳 wow. China is drafting rules to stop its most advanced AI and chip designs from reaching the West. Regulators at the Ministry of Commerce have asked Alibaba, ByteDance and Zhipu how to keep frontier work home. The talks cover training data leaving the country and whether foreigners can still download model weights. Chinese customers would keep full access, but the raw building blocks would stay inside China. Beijing worries because its top models are open-weight, so anyone can download and run them locally. After Kimi K3, the gap with America has nearly closed, and China now sees itself in front. So it wants the same controls Washington has used against it. The chip side goes further. It would block Qualcomm and TSMC from making advanced chips based on Huawei or Alibaba designs. Another move would stop foreign buyouts of agentic AI startups. That follows Meta's $2B purchase of Manus, which Chinese authorities later forced to unwind. Companies warn the limits could slow their progress and cost China the race. The rules may enter China's next export catalogue, its largest revision in years. The real shift is psychological, because Beijing now guards AI like it once guarded rare earths. Openness was the underdog's strategy, and China no longer sees itself as one.
Aravind Srinivas on why China’s open-source AI may become more powerful than ever. And why Anthropic has lobbied very hard for export control. "the only reason why there is even a 12-month gap between open source and frontier models is export controls. But there is a chance that, because of that, they now get really good at the physical layer. One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem. And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor." --- From "20VC with Harry Stebbings" YouTube channel ( @HarryStebbings ), link in comment
It seems like MOFCOM doesn't want Bytedance to collab with Qualcomm for their LPU like chip or fab them at TSMC
What is this supposed to mean? Do Qualcomm or TSMC use Huawei’s designs? https://twitter.com/jukan05/status/2079424458075279484
This is too funny. No, I dump you first! - China FT: "MofCom talked to AI companies including Alibaba, ByteDance and Zhipu on limiting the transfer of key data for the training of their models overseas, as well as allowing their model weights to be downloaded by foreign users, the people said."