Jensen Huang has finally taken sides.

Jensen Huang made his first public statement on X, endorsing open-source AI development rather than promoting NVIDIA hardware—a strategic pivot driven by US regulatory threats to restrict open-weight models and the rise of cost-efficient Chinese AI startups like DeepSeek and Kimi K3 that have proven open-source can match closed-source performance.

This Wire brief sits within Fusion42's coverage of AI Frontier Models and AI Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.