> Let someone else take on the research and training costs, and charge a massive premium for your hardware.

the linked article is from July, it is almost three months old.

Now there may be a very relevant recent story; it has the potential to reduce the flow of new open weight models. This could change quite a few expectations, which are based on open weight models:

"China’s STAR 50 Index Falls 40%, Erasing $480 Billion as AI Stocks Crash"

https://www.technology.org/2026/10/27/china-ai-stock-bubble-...

https://www.reuters.com/world/china/china-ai-bubble-has-alre...

Reuters says there is a run, but also deeper reasons:

"There has been no obvious selling trigger in China, although traders said high prices, tax bills and the threat of the US or other nations banning Chinese equipment in data centers all contributed."

So far I don't see any discussions of this story on HN, interestingly.