Kimi K3's open source has sparked intense debate in Silicon Valley. NVIDIA CEO Jensen Huang publicly defended Chinese open models, calling them 'very good,' and led the launch of the Open Secure AI Alliance with over thirty companies including Microsoft and Hugging Face, providing models, weights, data, and safety research tools. Previously, NVIDIA and others published an open letter titled 'Open Weights and American AI Leadership,' signed by over 100 institutions.
Anthropic stands on the opposite side. Its CEO Dario Amodei published a long post explaining why he did not sign the open letter supporting open weights, emphasizing that once released, open-weight models cannot be withdrawn and could be exploited by malicious actors. An Anthropic MTS employee even sparked controversy by criticizing NVIDIA for 'not open-sourcing CUDA,' drawing rebuttals from Andrew Ng and others.
The essence of this debate is interpreted as a battle over industry chain positions: NVIDIA, as a compute provider, benefits from more open models and wider deployment, increasing demand for its GPUs; while Anthropic's core product is controlled closed-source model services, emphasizing the ability to retract and monitor capabilities.