Nvidia CEO Jensen Huang broke his silence to publish the letter as his first-ever post on X, arguing that "the world needs both frontier closed models and frontier open models" .
Notably absent from the list of signatories were OpenAI and Anthropic, two prominent closed-model companies .
The letter was published as Washington was actively debating how to respond to allegations that Chinese AI labs were stealing U.S. intellectual property and using open-weight models to rapidly close the gap with American frontier systems . Some Trump administration officials had signaled they might take action against open-weight distribution precisely because Chinese firms were benefiting from it
. Reports indicated the administration was considering banning Chinese open-weight models and potentially issuing sanctions against Moonshot AI, the creator of the Kimi K3, described as the world's most powerful open-weight AI model
.
The signatories pushed back on that logic, arguing that restricting open models would push global developers — including allies and neutral actors — toward Chinese alternatives (such as DeepSeek's open models), strengthening China's AI ecosystem rather than weakening it . Their core argument was that the U.S. should win the AI competition through faster innovation and broader access, not through containment
.