Blocking Fable 5 will be a big issue
Blocking Fable 5 will be a big issue 1. Need for Open Source AI Will Grow 2. Currently, open-source AI includes Nvidia's Nemotron, Meta's Llama, China's MiniMax, Kimi, Qwen, Deepseek, etc 3. Currently, open-source models in China are strong 4. Separate data centers are preferred for Chinese open source use 5. Sovereign AI Investment Will Be More, Too 6. More CPU, GPU, HBM, DRAM Demand
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