Baker: Divergent Chinese open-source model architectures favor Nvidia GPUs
Gavin Baker · Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback · Aug 13, 2026 · at 1:00:19
Gavin Baker explains why architectural diversity among frontier AI models supports GPU longevity and makes Nvidia hardware more financeable.
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“If you look at the underlying architectures of the three, what I call big Chinese open source models, and maybe even through a few, or four, You know, if we have Quinn, if we have Kimmy, if we have DeepSeq, and then we have GLM, they're actually evolving in very different ways. And that architectural variation works in NVIDIA's favor and in GPU's favor because it means that you do need this more flexible compute to be able to finance it, to be able to think that you can have a long life.”
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