Analyst: beyond Nvidia, the biggest loser of China crackdowns is the US open-source ecosystem
johncoogan · x · 2026-11-13
Dylan Patel argues on TBPN that if the US tightens China restrictions much further, the biggest loser after NVIDIA is the open-source ecosystem.
- American open-weights frontier efforts (Reflection, Thinking Machines) lean heavily on NVIDIA investments and backing.
- Major app companies (Harvey, Sierra) and multiple $10B+ inference providers all rely on open models, many from China.
- Jensen Huang's team was the biggest defender against restrictions; with NVIDIA under investigation and subpoenaed, its credibility is out the window just as more restrictions loom.
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