A paper signed by major US tech companies, including NVIDIA, Microsoft, Meta, and IBM, argues that open-weight AI is a strategic advantage for American leadership, drawing parallels to the open-source software movement. This consensus suggests that future AI leadership will be defined by ecosystem expansion and broad developer participation, rather than solely by the largest frontier models. Open-weight AI is expected to broaden demand for inference compute, GPUs, networking, storage, and advanced packaging by enabling more organizations to deploy AI locally.