Jensen Huang says open-weights models now drive half of Nvidia's business
JosephJacks_ · x · 2026-09-19
JosephJacks cites a recent comment from Nvidia CEO Jensen Huang that roughly half of Nvidia's business comes from open-weights models. He argues this implies trillions of dollars in potential value capture driven by open-source growth. If accurate, it's a striking signal that open models like DeepSeek and Llama have become a major demand driver for Nvidia's compute business.
Related event: Jensen Huang: Open-Weight Models Drive Half of NVIDIA's Business(2 posts)→
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