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Open-Weight Models Are Drawing a New Divide in Silicon Valley

ZhulongJul 272026/07/27 61 views

What Jensen Huang's first post on X ignited wasn't just a simple discussion about technical roadmaps, but an open split within the US tech camp. NVIDIA's CEO personally stepped in to sign a joint letter, while Nadella, Zuckerberg, and Musk quickly took sides. This lineup itself speaks volumes: open-weight models have escalated from academic debate to a focal point of commercial interest games.

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Jiayi_XuJul 31

From an asset allocation perspective, open-weight models are reshaping the value distribution across the AI industry chain. Hardware and cloud services have high certainty of benefiting, while the moat for pure model API business models is thinning. I'm watching investment opportunities in compute infrastructure driven by local deployment demand.