Nvidia's CUDA Software Dominates AI Landscape, Alibaba's Qwen Models Surge in Downloads, U
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Nvidia’s CUDA software has become deeply woven into the way AI labs operate. Models, training tools and internal workflows have been designed around the platform, meaning switching to Chinese hardware can resemble rebuilding part of the factory rather than simply swapping out a machine.
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CNBCOn Monday, the Chinese tech giant launched an AI model, designed to run on consumer hardware like laptops — a new battleground for AI model developers — and opened the weights of its most powerful model as it looks to maintain its lead in open-source technology.
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Alibaba's AI became the world's most downloaded model Alibaba's open-weight Qwen models have racked up more than 3 billion downloads in six months, blowing past Meta's 227 million and Google's 418 million, according to a new Hugging Face state-of-open-models report. The milestone caps a run of more than 460 open-sourced Qwen models and 300,000-plus derivatives, cementing Alibaba as the dominant force in open-source AI.
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CNBCAlibaba also said it released the weights — calculations and rules that determine how the AI works and behaves — of Qwen3.8 Max, its most powerful model, meaning it can be freely downloaded and run. But the data and methods used to train that model may not be revealed.
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The U.S. is preparing to tell dozens of countries they must pick sides in the artificial intelligence race with China, warning they will be excluded from a U.S.-led AI coalition if they also sign up for Beijing's competing framework, according to a U.S. official and an internal draft reviewed by Reuters.
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ZeroHedgeThe United States is preparing to tell 35 countries they cannot belong to both the American and Chinese artificial intelligence coalitions, and that joining Beijing's framework will cost them their place in Washington's, according to an undated State Department draft letter reviewed by Reuters and a U.S. official who spoke on condition of anonymity.
FortuneWashington tells allies to pick a side in the AI race The U.S. State Department is reportedly preparing a letter telling the 35 signatories of its AI Opportunity Statement—including allies like Japan, Australia, and South Korea—that they can't sign up for both Washington's Pax Silica coalition and Beijing's competing AI framework.
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About two dozen countries have joined, including Kazakhstan, a key potential source of critical minerals that has also joined China's coalition, as well as close U.S. allies such as Japan, Australia and South Korea.
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ZeroHedgeKazakhstan was likely the trigger - as the only country known to have joined both frameworks. Reuters described it as a potentially important source of the critical minerals the American strategy is built to secure.
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Xi Jinping launched the rival World Artificial Intelligence Cooperation Organization in July, promoting Chinese open-weight models - systems whose weights can be downloaded, modified and run on local hardware - as a challenge to U.S. influence over the sector.
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CNBCIn July, Chinese President Xi Jinping launched a rival "World Artificial Intelligence Cooperation Organization", promoting his country's open-weight technology as a challenge to U.S. influence over the fast-moving sector.
5 details only one outlet reported
Independent claims that didn't surface elsewhere in our corpus. Treat as supplementary — not corroborated across outlets.
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01 CNBC Check out the companies making the biggest moves premarket: Alibaba — Shares were higher by 1.5% after Reuters reported the company was set to sell its game developer business. Citing a person familiar with the matter, Reuters said Lingxi Games is expected to be sold in a more than $2 billion to private equity firm Trustar Capital. Memory stocks — A slew of names were higher in premarket trading Monday after U.S. Commerce Secretary Howard Lutnick told the Wall Street Journal in an interview that the Trump administration opposes Apple from buying Chinese memory chips. Domestic memory chipmakers rose in response. Sandisk jumped nearly 5%, while Western Digital and Micron Technology were up more than 3%. Seagate Technology was higher by more than 2.5%.
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02 ZeroHedge Shares of ChangXin Memory Technologies (CXMT), China's top DRAM maker, surged 12% to a record 61.80 yuan on Monday, lifting its market capitalization to 4.13 trillion yuan. The upside is because reports that Apple is considering using CXMT memory chips, alongside continued momentum across chip stocks following last week's gains in SanDisk and Micron.
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03 MarketWatch Need to Know The AI productivity payoff is coming. Here are 20 stocks primed to capture the gains as adoption spreads.
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04 Financial Times The next China shock will come from open-source AI Countries adopting Chinese models will also absorb Chinese standards and governance
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05 Fortune The draft, according to Reuters, warns that countries will be excluded from the U.S.-led group if they hedge. The U.S. reportedly is arguing "to be part of everything is to be part of nothing," and the move is explicitly designed to starve China of the chips, AI models, and critical minerals it needs to compete. —Lily Mae Lazarus
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Sources (5)
- marketwatch
- cnbc
- ft
- zerohedge
- fortune