Why are the US and China the only countries to produce LLMs? Afaik french models use American cloud infrastructure and hardware to train their models. Could it be that a certain capital market structure, huge venture capital with deep government ties,is needed to get these giant expensive projects to happen?

golly from all the way back in january

the new news is that soon china isn’t using nvidia chips at all

https://www.cnbc.com/2025/09/17/nvidia-ceo-disappointed-after-reports-china-has-banned-its-ai-chips.html

no shit

How can this be news? They were completely open about this from the very beginning.