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> all that regulation will do at this point is help the incumbents who are failing

This depends on the specific regulation. The datacentre moratoria probably give open-weight models time to catch up by tempering the extent to which the leading companies can turn their capital advantage into market share.

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> datacentre moratoria

What infrastructure will these open weight models be trained on?

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> 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.

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Chinese infrastructure, presumably.
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