Why China’s Open Source AI Will Crush the U.S. Industry and Collapse the Semiconductor Bubble
I am an accomplished AI platform developer. I’ve used all the popular models, and I run a 48-workstation mini data center with various GPUs, running open source models for a variety of tasks. I’m here to tell you that, without question, China’s open source models are going to crush the U.S. AI industry, leading sooner or later to a stock valuation collapse as it sinks in that nobody will consistently pay for AI inference from U.S. companies when they can receive nearly the exact same level of capability and intelligence from China’s models at either ZERO cost (download the models and run them yourself), or at a tiny fraction of the cost of U.S. models (typically from 1/50th to 1/100th the cost of U.S. models).
Read Full Article: https://www.naturalnews.com/2026-07-02-chinas-open-source-ai-will-crush-us-industry.html
