American models broke into Hugging Face. A Chinese model was used to investigate.

Hugging Face chief executive Clément Delangue told CNBC that China is winning the AI race, with Chinese-developed models accounting for 41% of downloads on his platform over the past year, the largest share of any single country. China has now surpassed the US on both monthly and overall model downloads.

“They’re clearly dominating on open models right now,” he said, “and I wouldn’t be surprised if they start dominating at the frontier either by the end of this year or next year at the rate of progress.”

The silos argument

Delangue attributes the gap to structure rather than talent. Chinese labs build openly on each other’s work, he argues, while major US labs are “building in silos” that limit the exchange of research across the wider ecosystem.

That framing is convenient for a company whose entire business is hosting open models. It is...

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