Jensen Huang's Push for Open-Weight AI Models Is Really a Bet to Expand Nvidia's Total Addressable Market

Jensen Huang's advocacy for open-weight AI models appears principled but is strategically designed to expand Nvidia's market. By democratizing AI across the economy, Nvidia ensures broader demand for its chips regardless of which model wins. While this strategy risks enabling competitors like China and potentially creating hyper-efficient models that need less computing power, it positions Nvidia to benefit from universal AI adoption.