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Welcome back to The Exchange. Just as the U.S. is trying to slow access to American AI models,
欢迎回到《交易所》。正当美国试图减缓对美式AI模型的访问时，China is making them more available, and that could have big consequences. Deirdre Bosa has more in today's Tech Check. Deirdre?
中国却在让这些模型更易获取，这可能带来重大影响。迪尔德丽·博萨将在今天的科技前沿节目中带来更多信息。迪尔德丽？Hey, Kelly. So this is really the paradox at the heart of the AI trade right now. America is
嘿，凯利。这确实是当下AI交易的核心矛盾。美国正在slowing just as China is speeding up. And now there are signs that Chinese labs are no longer competing on cost. They may actually be reaching the frontier in some of the most sensitive AI
放缓，而中国在加速。现在有迹象表明，中国实验室不再仅靠成本竞争。他们可能在某些最敏感的AI能力上逼近前沿，capabilities like cybersecurity. So the policy fight here, it is likely just heating up, limiting access to anthropics and open AI's most powerful models. That has given Chinese
比如网络安全。因此，这里的政策斗争可能才刚刚升温，限制了对Anthropic和OpenAI最强大模型的访问。这给了中国labs an opening. And we have seen a number of companies like Coinbase, Airbnb, Shopify,
实验室一个突破口。我们看到许多公司，如Coinbase、Airbnb、Shopify，shift at least some of their workloads to these open source Chinese models. And now people I talk to say that the next focus in Washington, it could be the Chinese models
将部分工作负载转移到这些中国开源模型上。现在与我交谈的人说，华盛顿的下一个焦点可能正是中国模型本身，themselves, including a decision whether to restrict or even ban them. But that could backfire
包括是否限制甚至禁止它们的决定。但这可能产生反效果，if the Chinese government is not able to do that. So I think it's a good idea to have a U.S. blocks Chinese models at home. That will not stop developers, companies, governments outside
如果美国政府无法做到这一点。所以我认为，如果美国在国内禁止中国模型，那将无法阻止美国以外的开发者、公司、政府of the U.S. from building on them. In fact, it could push China to move even faster and position
在此基础上构建。事实上，这可能推动中国更快行动，并将自身定位itself as the alternative to U.S. controlled AI. And so the ecosystem is the bigger risk here.
为美国控制AI的替代者。所以生态系统是这里更大的风险。If Chinese open source models become the foundation, the way that Android became the default mobile operating system for much of the world, then China doesn't just get users,
如果中国开源模型成为基础，就像Android成为全球大部分地区默认的移动操作系统那样，那么中国获得的不仅仅是用户，