> datacentre moratoria
What infrastructure will these open weight models be trained on?
Meituan’s 1.6T LongCat was trained entirely on Huawei training cards.
DeepSeek, GLM, Qwen and others are also actively working on similar replacement.
Chinese infrastructure, presumably.
> What infrastructure will these open weight models be trained on?
One, the infrastructure is being built for inference. Not training. If all we were doing was training on datacentres, I think America probably has enough already for near-term commercial needs.