Why Anthropic Is the Only Major AI Lab Yet to Sign Jensen Huang’s Open‑Source Initiative

Open‑weight model pledge

In early March Jensen Huang posted a tweet with an open letter calling for the AI community to adopt open‑weight models. Within days the pledge attracted more than 70 companies and institutions, including OpenAI and Microsoft, and the post reached about 60 million views.

Signatories and dissent

All major labs except Anthropic signed. Anthropic employee Julian Schrittwieser, a former DeepMind researcher who contributed to AlphaGo, AlphaZero, MuZero and Gemini reinforcement learning, publicly criticized the pledge, accusing Huang and Microsoft of hypocrisy.

Technical rationale for open‑weight models

Open‑weight models allow organizations to run models locally rather than relying on closed‑API services.

Local deployment shifts demand from SaaS to inference hardware such as GPUs, TPUs or custom ASICs.

Increased distributed inference can raise overall demand for GPU compute, potentially reinforcing Nvidia’s market position.

Counter‑arguments and industry context

Open‑weight models do not eliminate the need for GPUs; many deployments still require high‑performance accelerators. Leading AI firms are developing their own chips: OpenAI’s internal “小辣椒” ASIC, and Anthropic and Google’s use of TPUs, reflecting a broader trend to reduce dependence on Nvidia.

Potential impact

If open‑weight models become widespread, more companies and startups will deploy their own inference stacks, increasing hardware demand while keeping the ecosystem fragmented. The pledge’s effect depends on whether it evolves into enforceable standards rather than a symbolic statement.

References:

https://x.com/Mononofu/status/2080937562739531837

https://x.com/beffjezos/status/2080858083472146656?s=20

https://x.com/dennysdiner/status/2081069889931112816?s=46&t=iTysI4vQLQqCNJjSmBODPw

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