Exclusive: Nvidia's Jensen Hua... Note
Axios

Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic

Nvidia CEO Jensen Huang expressed that America should not fear China's open-source AI models but rather the movement to ban them. He believes these Chinese models are excellent and that open-source AI should be utilized. Huang directly challenged U.S. officials and labs advocating for restrictions, stating American companies should be permitted to use Chinese models. He argued that open models expand the AI market, and many users will still opt for the superior performance of closed services. Huang dismissed concerns of China overtaking U.S. companies, asserting zero possibility of such an outcome. He highlighted that sophisticated manufacturing for AI infrastructure is indeed possible in the U.S. The release of Moonshot AI's Kimi K3, with its advanced capabilities, lower price, and open weights, has caused market jitters. Huang contends that this market reaction misunderstands the impact, as cheaper open models will increase demand for hardware. He views restricting open models for national security as potentially making America more vulnerable. Huang suggested that open models enhance security through public inspection and that China's models do not inherently create backdoors. He advocated for Anthropic to make its secure model, Claude Mythos, widely available, arguing that restricting it does not benefit the U.S. Huang sees the AI race as an ongoing process, not a competition with a definitive end. He also noted that companies should be penalized for misconduct like stealing intellectual property, but not for the models themselves.