Ex-NVIDIA insider: open models are a company-wide strategy, not just Jensen
blelbach · x · 2026-11-12
Blelbach pushes back on takes that Jensen Huang alone championed open models at NVIDIA. NVIDIA's biggest structural challenge is revenue concentrated in a few large customers; open models let smaller players compete and enable self-hosting, benefiting NVIDIA long-term. Open weights, data, and research accelerate the whole ML field — and a faster-growing field means a faster-growing NVIDIA. Context: the pro-open-models letter was signed by the whole company.
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