Closed models are an existential threat to Nvidia, making frontier open source its game-theoretic play
Rewkang · x · 2026-10-12
Analyst Rewkang argues that the dominance of closed-source models poses an existential threat to Nvidia, noting Jensen Huang has stressed all year that strong open source models are essential. Game-theoretically, Nvidia building frontier open source models optimized for its own hardware is the optimal move — a logic that extends to physical AI, where deploying on owned hardware is the moat.
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