P Equity Research 📰(@pequityresearch):Bernstein: Management dismissed claims that open-source models threaten AI economics, estimating that roughly 80% of models will ultimately be open while emphasizing that open access does not make underlying compute free. Instead, Nvidia views broader open-model adoption as a positive driver for accelerated computing, as it expands the market of enterprises and developers capable of deploying AI.

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P Equity Research 📰@pequityresearch

2026.09.22 15:01

Bernstein: Management dismissed claims that open-source models threaten AI economics, estimating that roughly 80% of models will ultimately be open while emphasizing that open access does not make underlying compute free. Instead, Nvidia views broader open-model adoption as a positive driver for accelerated computing, as it expands the market of enterprises and developers capable of deploying AI.