If open weight models are the future, U.S. AI companies are going to have a hard time

The article wastes no time getting to the underlying point in the very first paragraph:

Top executives at leading Western AI companies are increasingly warning about the safety and national security risks posed by Chinese open-weight frontier models. What they tend not to mention is that these models are improving rapidly and, because they are freely available, pose a serious threat to Western labs’ business models.

I found the following two paragraphs interesting:

By mid-2026, however, open-weight frontier models from Chinese labs such as Alibaba, DeepSeek, and Moonshot AI had nearly matched the leading Western models in intelligence and performance. Many companies have already begun building their AI systems on top of these free models, avoiding the high cost of closed-model APIs.

Because businesses can host open-weight models in their own private clouds, they can also avoid sending proprietary data to systems controlled by outside providers. Developers can fine-tune the models for specific needs, build applications and tools on top of them, and optimize them for their preferred infrastructure.

Back to local computing is the way to go