Commenter: Nvidia, not Chinese labs, is the biggest rival to Anthropic and OpenAI
kevinnbass · x · 2026-11-15
A widely shared take argues that the biggest competitor to Anthropic and OpenAI isn't the Chinese labs but Nvidia and Jensen Huang himself.
The author goes further, claiming both labs are partly responsible for the current competitive situation — reframing the race as being about upstream compute supply rather than a US-vs-China model contest.
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