Nvidia & Apple: US Open-Source AI Champions vs. China

A tech analyst suggests Nvidia and Apple could lead the US in open-source AI, particularly against China. This perspective comes from an analyst with experience tracing open-source software's impact over decades. The analyst points to open-source software underpinning over 75% of global software use. Despite arguments against it, often citing geopolitical concerns, open source has historically delivered massive efficiencies. The analyst highlights Goldman Sachs' role in Red Hat's journey, from its 1999 IPO to its 2019 acquisition by IBM. This history shows the commercial validation of open-source models. The current focus is on China leading in open-source AI, with some US companies lobbying against open-source advancements. However, the analyst believes Nvidia and Apple are uniquely positioned due to their foundational presence in silicon and hardware. This offers a different view on who might champion open-source AI for the US in the coming years.