https://www.bloomberg.com/news/articles/2026-05-20/airbnb-s-...
I don't know how much business OpenRouter does in Europe (they have some GDPR text in some settings pages I think) but it's zero in China.
You might also consider the countless companies that do nothing but open weight LLM inference: Together (of Tri Dao fame), Fireworks (founded by my old colleague), Baseten, SambaNova (of Chis Re fame), and too many more to count, there's a new one every week. Plus NVIDIA does a ton of this business via NIM and shit.
I'm trying to be reasonably polite because it's possible you literally didn't know that, but this reads as a troll, so, if it is a troll please stop.
The administration could probably put some serious friction on open weight model use in the Fortune 500 for a little while, but the opposition never got such a gift right before a squeaker midterm. And outside of major enterprises with puckered ass compliance departments? Not a chance. It's popular around here to forget Uber and AirBnB and yes, OpenAI and Anthropic all got their start flagrantly breaking the law and grew lawyers and lobbyists faster than anyone could enforce it. And this time everyone from the DNC to the EFF would be holding hands wearing "Save The Models" t-shirts. Not even NVIDIA is remotely pretending they're anything but all in on GLM 5.2, they had an NVFP4 quant up by the time most people read the blog post.
And the Trump Administration isn't exactly enamored of Comrade Amodei at the moment, being as they're appealing the lawsuit Anthropic brought against the Pentagon during a shooting war.
Forcing the American proprietary AI megalab financing event was our fiscal Ukraine Special Military Operation, the market is calling the bluff and neither the capital markets nor the Federal Reserve has the dry powder to absorb this one.
The Treasury auctions will flat not clear in an orderly way. We can't raise 2-4 trillion dollars on a dime in 2026 and if CoreWeave turns out, as many suspect, to be Patient Zero? It would be that big a hole.
We play by the same rules as everyone else now. I hope we regard it as being worth it, but I fear we will not.
On one hand it appears to cooperate with OpenAI and Anthropic, as big customers.
On the other hand NVIDIA cooperates with Palantir, providing the HW for its "Sovereign AI OS" (a turnkey system including HW and SW for local inference and post-training/fine tuning) which uses the slogan "The future of AI is on-prem" (i.e. not as a customer of OpenAI or Anthropic, but using an open-weights LLM, e.g. a fine-tuned NVIDIA Nemotron or a Chinese LLM).
Presumably with the goal of promoting their competing solution, Alex Karp (Palantir CEO) has delivered a few weeks ago a very harsh criticism of Anthropic and OpenAI (who allegedly inflate the token consumption and they might also steal the data of their customers, which must be sent to them).
So NVIDIA both cooperates and competes with OpenAI and Anthropic.
Once China starts to get scary, Commerce will export control GPUs and declare Chinese models "foreign munitions." Any nation doing business with the US will not be allowed to use these models either, and that will be the end of that.
It is just not in the US's interests to fund China in the race to AGI.
Peter Hegseth, another really pro-America being powerful guy, he's dealing with a lawsuit because he doesn't want Anthropic in his military, he calls it a supply chain risk (he's right).
There is no evidence of any kind that a complex attack vector can be trained into model weights and survive all the crazy slicing and dicing that happens between published weights and running model. These things get quantized and run on mathematically imprecise kernels and sampled and LoRA-tuned and Dolphin/Orca de-tuned. Go look at what the ComfyUI community comes up with, those guys know more about WAN 2.2 than the people who trained it. Because those models run for real on a desktop, so there's mad innovation at light speed.
There is no one who wants a capriciously expensive black box run by extremely creepy people, not once the capability crosses over (in about November).
But don't take my word for it, you just had a chance at one AI IPO, and I'm sure you'll get another, so if you like how that goes, you don't need to convince me!
We are in a race to superintelligence. The first country to AGI will be the first to superintelligence, and the first to superintelligence will have de facto control over the world and the future of humanity. They will also be able to prevent others from reaching superintelligence.
Of course it's in the US's best interest to slow down China. You aren't zooming out and looking at the big picture, you're taking models as slightly useful tool, not what they will soon turn into.
As well, it is a false equivalence to say that local models are only Chinese and otherwise we would use cloud models, but there are American or European ones, so a ban would simply force companies to use these, even if they are inferior to Chinese ones. It's simply a matter of national security to the US government, and they will not care what random people in media say.
I don't know what part of this you guys are having trouble with, but it doesn't get a whole hell of a lot more emphatic on "what the US Government thinks" than who the Pentagon is in court with to avoid doing business with that party.
Mr. Hegseth is the representative of the administration in the AI usage policy of the largest bureaucratic organization in the history of civilization. He has emphatically rejected at least one black box American AI megalab and President Trump has endorsed this action on Truth Social.
The government's stated position is not what you among other commenters are stating or implying as the government's position.
And you mention Hegseth but it was Lutnick at the Department of Commerce who banned Fable, so there are many competing parties in the government. Again, it is not just Anthropic who'd benefit from a Chinese model ban.
https://www.cnbc.com/2026/06/17/us-deepseek-blacklist-cxmt-n...