> all that regulation will do at this point is help the incumbents who are failing
This depends on the specific regulation. The datacentre moratoria probably give open-weight models time to catch up by tempering the extent to which the leading companies can turn their capital advantage into market share.
> What infrastructure will these open weight models be trained on?
One, the infrastructure is being built for inference. Not training. If all we were doing was training on datacentres, I think America probably has enough already for near-term commercial needs.
This depends on the specific regulation. The datacentre moratoria probably give open-weight models time to catch up by tempering the extent to which the leading companies can turn their capital advantage into market share.