On Wednesday, Block Inc. (NYSE:XYZ) CEO Jack Dorsey welcomed Nvidia Corp.’s (NASDAQ:NVDA) plan to spend $26 billion developing open artificial intelligence models.
Nvidia’s $26 Billion Push Into Open AI Models
Nvidia is planning to invest about $26 billion over the next five years to build open-weight artificial intelligence models, according to a 2025 filing, which executives confirmed to Wired.
Open-weight models make key components of an AI system — including the parameters that shape how it behaves. That allows developers, researchers and startups to download, modify and run the models on their own infrastructure or in the cloud.
The strategy could help Nvidia evolve from a dominant AI chip supplier into a major player in advanced AI model development, potentially putting it in closer competition with companies such as OpenAI and other frontier AI labs.
Open Models And The Global AI Race
The move also comes amid rising competition from Chinese AI developers such as DeepSeek and Alibaba Group (NYSE:BABA), many of which release powerful open models that developers worldwide can freely use and modify.
Some reports suggest upcoming Chinese models could even be trained on hardware produced by Huawei Technologies, raising concerns that AI development could shift toward non-U.S. chip ecosystems if those systems gain traction.
By releasing its own open models, Nvidia may help ensure that developers continue building AI systems optimized for its hardware.
Dorsey’s Support For Open Technology
Dorsey, a long-time advocate of open technologies and decentralized systems, praised the strategy in a post on X.
“This would be excellent,” he wrote while sharing the report.
The tech executive has previously voiced support for open-source AI initiatives, saying he respects efforts to release large language models publicly because broader access allows developers around the world to build on top of the technology.
Meta And OpenAI Take Different Paths On Open AI Models
Meta Platforms, Inc. (NASDAQ:META) was the first major AI company to release an open model when it launched Llama in 2023.
However, CEO Mark Zuckerberg has since signalled a change in the company’s AI strategy and indicated that upcoming models may not be fully open.
Meanwhile, ChatGPT-parent OpenAI provides an open-weight model known as GPT-OSS, though it trails the company’s top proprietary systems and offers limited flexibility for modification.
Price Action: NVDA shares closed at $186.00, up 0.66% on Wednesday and were trading down 0.60% at $184.89 in premarket trading, according to Benzinga Pro.
Benzinga Edge Stock Rankings shows that NVDA is experiencing weakness across short, medium and long-term periods, with its Growth score ranking in the 97th percentile.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Frederic Legrand – COMEO on Shutterstock
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