1/ Open vs Close
Jensen Huang advocates for open models.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
https://t.co/AUKzoQ5Ikb
— Jensen Huang (@JensenHuang) July 24, 2026
https://x.com/JensenHuang/status/2080643682408321103?a=HMr6NWSLs2Z-SB4j74w&s=20
Obviously, Anthropic and OpenAI are closed models. And Dario says open models are risker.
2/ Financing
Jensen is very different vs Nvidia CFO on providing financing to neoclouds, as reported by various news including WSJ.
Jensen is behind aggressive financing or guarantee deals for AI data center buildouts and purchases of Nvidia GPUs.
3/ Pace
Dario Amodei wants to pace the frontier, which is supported by Sam Altman and Elon Musk.
Dario is right
— Elon Musk (@elonmusk) September 12, 2026
I agree with Dario that we need to pace the frontier. This has been a primary topic of discussions we’ve had at OpenAI in recent weeks.
Committing to having independent evaluators with employee-like access is a great idea, and we will do the same. We’ll have more to share soon.
— Sam Altman (@sama) September 12, 2026
Jensen Huang responded by arguing that “if they say the alternative, which is: There is no way to contain our experiments, there’s just no way; when we test our A.I. models, it will get out, and it will damage the world — then I think the answer is that we have to shut the labs down”.