Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
Chinese Open-Weight Models Are Moving Into Sovereign AI
· 6:12
Episode Chinese Open-Weight Models Are Moving Into Sovereign AI
On LiveBench, Chinese open models trail their US rivals by just 3%, and on some tasks they cost 50% to 90% less, so the same budget buys a government two to ten times as much. That is why they appeal to low-income countries, and why the EU's sovereign AI project uses them too. The risk could reach US clouds through the Kimi K3 deal, which is still being negotiated and which I expect to be signed by June 2027.
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