젠슨 황 퇴진에 흔들리는 ‘개방형 AI’…오픈AI·앤트로픽엔 호재 되나

The sudden resignation of Jensen Huang, former CEO of NVIDIA, has raised concerns about the future of NVIDIA's open-source artificial intelligence (AI) model ecosystem. NVIDIA has been a prominent advocate for open-source AI models, and Huang's departure may weaken this approach. During the Trump administration, Huang publicly supported open-source models and led a coalition opposing the regulation of open-source models, including companies like OpenAI and Anthropic.

NVIDIA has been investing in open-source AI startups, such as Reflection AI and Thinking Machines Lab, to expand the ecosystem. However, with Huang's lack of involvement in NVIDIA's strategic decisions, there are concerns about whether open-source model support will continue. Temporary CEO Ceto Kres may maintain this support, but it remains uncertain.

The industry is currently focused on NVIDIA's planned acquisition of MetaAI, a global artificial intelligence model sharing platform, which was finalized in September. MetaAI's CEO, Clément Delangue, expressed that they will fight more fiercely for open-source AI after Huang's resignation. Huang's resignation coincides with the strengthening of open-source model regulations by China, which may pose challenges for Chinese AI companies seeking computing resources for model development.

If recent legislation passed by the U.S. Congress succeeds, it could hinder Chinese AI companies' ability to secure necessary computing resources for their models, potentially slowing down the development of next-generation models.