Jensen Huang broke his X silence with a first-ever post to share an "Open Weights and American AI Leadership" letter — the argument being that open source built the internet the US military itself runs on, and AI is at the same inflection point. It landed days after Kimi K3 reignited the Washington push to restrict open Chinese models, and it snowballed fast.
Over 24 hours the signatory list roughly doubled. Sundar Pichai signed on behalf of Google, and after initially being a holdout, OpenAI reversed — Sam Altman framing it as wanting the US to win in both open and proprietary AI. That left one conspicuous non-signer: Anthropic, with Amjad Masad openly pressing them to state a position.
The critics got pointed. David Sacks accused Anthropic of trying to crush American developers, citing Cursor post-training Composer 2 on an open Chinese model as exactly the derivative-work pattern a ban would kill. Huang tied it back to the Hugging Face breach — that HF's incident responders couldn't get a single closed model to help with live forensics and fell back on open-weight GLM-5.2, because a guardrail can't tell a defender from an attacker. The most grounded take came from Lee Robinson, who reframed the whole fight as managed-vs-self-hosted infrastructure rather than open-vs-closed.