Box CEO Aaron Levie Says AI Restrictions Could Accelerate Global Shift To Open-Weight Models

Box CEO Aaron Levie warns that AI access restrictions and regulatory uncertainty are pushing governments and businesses toward open-weight AI models and sovereign AI development. He argues that regulatory focus on the model layer rather than applied layer creates geopolitical risks and incentivizes countries to develop independent AI systems, with open-weight models likely to benefit most as they are generally not U.S.-controlled.