But their goal would be to ensure it only runs on their chips, and not any competitors. I can't see how they could do that if the best models truely were "Open".

I can see one of Nvidia's biggest fears is the inference hardware becoming commoditised.

can someone weigh in on this. what's the actual play here

are they actually suppressing the western open models?

china doesn't give a fuck either way

imo, they see the weakness emerging at the intersection of all the labs, everybody knew there was no moat, so they're gonna control its direction and basically tell the Jev guys what they want them to work on

Watch what they do and not what they say.