NVIDIA management described open models as complementary to closed models, with both driving adoption and demand for compute. The company sees open models enabling startups, enterprises, and countries to develop specialized AI, while its global reach, architecture, and CUDA ecosystem help run nearly all open models. Its position is that success across either model category can expand opportunities for NVIDIA.
Generated by Dafinchi AI. Source-grounded AI analysis, not investment advice.
What did management say about NVIDIA support for open models?
Management said NVIDIA views open models as complementary to closed models, not a threat to them. Jensen Huang said both are seeing rapid adoption, both need substantial compute, and both are driving NVIDIA’s sales; NVIDIA is “delighted by any model succeeding.” 12
He argued that open models are particularly important because they let startups, enterprises and countries build their own domain-specific or proprietary AI. Reaching frontier-level capability makes that development possible, he said, and open models are foundational to many AI startups and enterprise efforts. 12
Management also emphasized NVIDIA’s ability to serve this demand: Huang said nearly all open models run on NVIDIA, attributing that to the company’s broad global footprint and the flexibility of its architecture and CUDA ecosystem. 1 The transcript names Mistral, Qwen, Kimi, GLM, DeepSeek, MiniMax and NVIDIA’s Nemotron among leading open models that run on the platform. 3
In short, management’s case was that open models expand AI use and compute needs while NVIDIA’s platform can support both open and closed models—so growth in either category benefits NVIDIA. 12
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