Chip embargo backfired: GLM and Kimi now served at scale on Huawei chips, argues Toulme

sudoraohacker · x · 2026-09-13

PatrickToulme argues the US chip embargo on China backfired: GLM and Kimi are now served at scale on Huawei chips, and the embargo only accelerates China's chip development while costing US chipmakers revenue. On distillation, he says stopping China from distilling US models is unrealistic, and endorses the idea of letting all US companies freely distill from each other to counter Chinese distillation at a macro level.

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