Owens Huang, a portfolio manager at Dalton Investments, a U.S. investment firm, pointed out that “this challenges the U.S. government’s restrictions on technology exports to China and could lead to increased scrutiny of companies like Nvidia, which are key to the supply chain of AI semiconductors.” However, the emergence of low-cost AI models developed as open source based on existing technologies will accelerate the adoption and spread of AI, and it can be said that “demand for AI semiconductors from Nvidia and others will actually increase worldwide.”
There are opinions, such as those of Dalton’s Mr. Huang, that “large language models (LLMs), which serve as the foundation of generative AI, will eventually become commodities (undifferentiated, general-purpose goods), which will deal a competitive blow to companies like OpenAI and Anthropic.” Read the article here (in Japanese).