Jensen Huang argues that American companies should be allowed to use Chinese AI models, dismissing concerns about backdoors as a misconception. He also criticizes US export restrictions on American models like Anthropic's Mythos and Fable 5, and OpenAI's ChatGPT-5.6, advocating for open access and security through rapid testing. Huang believes cheaper, open-weight models like Moonshot AI's Kimi K3 will drive, not cut, data center demand by encouraging broader AI adoption.
NVIDIA's CEO is publicly challenging US AI policy, arguing that open access to all models, including Chinese ones, will drive compute demand and enhance security through transparency.