NVDA calls for open source, benefiting domestic models (0726)

English summary

On July 24, Jensen Huang posted his first tweet calling for open-source models. Key points: 1) US AI leadership should not rely solely on a few closed-source frontier model companies such as OpenAI and Anthropic, but rather build an open, multi-model, multi-vendor competitive ecosystem to avoid over-concentration of technical capabilities and industrial interests. 2) Different tasks should use models of different levels; open weights are the cost basis for large-scale AI commercialization. 3) Although open weights carry risks of loss of control and abuse, comprehensive restrictions would weaken security defenses. 4) Model distillation is a normal and necessary technical means, which should be distinguished from illegal extraction of closed-source model value; infringement issues should be handled through targeted legal and business rules, avoiding comprehensive restrictions on distillation. The signatories are interesting: infrastructure vendors (NVDA, DELL) hope to expand AI deployment to drive GPU and server demand. Cloud and large tech platforms (MSFT, META) also do not want model entry points to be controlled by a few vendors like OpenAI and Anthropic for a long time. ...