FALSE.
The coup of Jensen Huang was precisely organized by the same large institutional investors.
They want NVIDIA to lock-up firmware and prevent any open-weight models from being run. Everyone (at least in US/NATO/US-aligned world) will be forced to use Anthriopic/OpenAI or some other US based closed source model.
Open models will be banned at the GPU level.
This is done to cement the multi-trillion dollar valuation of the AI labs and prevent AI bubble from popping due to customers using free open-weight, instead of pay-per-token closed models
I… don't think that will work now…
> US/NATO/US-aligned world
NATO really barely exists anymore as a consensus mechanism, it doesn't make that kind of policy or have that sort of policy influence, the "US-alignment" of the world has never been weaker, and the genie is really out of the bottle on the technology anyway.
> (at least in US/NATO/US-aligned world)
Might have worked if they did it suddenly and all at once a decade ago.
I don't think anyone thinking that is possible has thoroughly understood how much soft power the US has lost in the last decade.
>Open models will be banned at the GPU level.
Is this actually technically possible?
I don't see how this can happen, though. There are a lot of GPUs out there and open models have already been downloaded millions of times. (IIRC Deepseek v4.1 Flash has been downloaded nearly 2M times just on HuggingFace, just over the past month.) The NATO world already relies quite heavily on open models, in many cases served by Mistral and other local providers. China is also developing its own hardware -- Huawei isn't slacking -- and it's not that far behind. And I'd bet there's no such thing as a "GPU Level" block that can't be hacked away.
Such a move would also be transparently dystopian... though, in fairness, I suppose that makes it more plausible than it would otherwise be...
... NATO? The EU's biggest AI provider sells DeepSeek and GLM.
lol
[dead]
These days US has nowhere near enough soft power to do something like that.