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NVIDIA's Bryan Catanzaro argues that closed AI models resemble early walled gardens like AOL, and that the future is open-source models customized for every business, with global collaboration including China leading in openness.
The article examines how the performance gap between open and closed AI models has narrowed dramatically from early 2025 to mid-2026, highlighted by DeepSeek's open model release and the subsequent market impact. It discusses the roles of Chinese labs in driving the open frontier and the implications for the industry.