Jensen Huang says open weights models drive half of NVIDIA's business
JosephJacks_ · x · 2026-09-19
According to a post by Joseph Jacks on X, NVIDIA CEO Jensen Huang recently stated that half of NVIDIA's business is attributable to open weights models.
If accurate, this implies trillions of dollars in potential value capture enabled by the explosive growth of open-source models. The claim is based on a secondhand quote and has not yet been verified against official remarks.
Related event: Jensen Huang: Open-Weight Models Drive Half of NVIDIA's Business(2 posts)→
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