Anthropic執行長Dario Amodei本週發表部落格文章，斷然否認公司曾支持禁止開放權重模型，並將矛頭轉向晶片製造商Nvidia，主張透過限制對中國的晶片出口來遏制中國的AI發展，而非禁止開放權重模型。此舉回應了前白宮AI事務負責人David Sacks的批評，後者指出Anthropic是唯一拒絕簽署支持開放AI模型公開信的公司。Meta的Zuckerberg也加入批評行列，警告限制中國AI模型可能導致「監管俘獲」和「權力集中」。
Amodei認為，禁止開放權重模型無法有效阻止中國發展AI，因為中國模型如Qwen、DeepSeek和Kimi K3在美國企業和新創公司中已廣泛普及。他主張應從源頭切斷中國建構AI的能力，即限制Nvidia等公司的晶片出口。然而，出口管制在過去一年並未阻止中國取得重大AI突破，中國企業透過蒸餾訓練和演算法改進等高效方法進行了有效補償。
開放AI的辯論已從單純的安全議題演變為商業利益的角力場。廉價的開放權重模型對企業和創業者而言具有降低成本的巨大潛力，但同時可能嚴重衝擊支撐股市的AI產業龍頭企業。隨著白宮思考如何遏制中國，矽谷巨頭們顯然更希望讓別人承擔代價——Amodei、Zuckerberg和Huang之間的公開交鋒清楚表明了這一點。
Anthropic CEO Dario Amodei published a blog post this week firmly denying his company ever supported banning open-weight AI models, redirecting White House pressure toward chipmaker Nvidia. He argues that restricting chip exports to China would be more effective than banning open-weight models. This came after former AI czar David Sacks criticized Anthropic for being the sole refuser of an open letter supporting freely downloadable AI, while Meta's Mark Zuckerberg also weighed in with warnings against curbing Chinese AI models—a stance conveniently aligned with Meta's own open-weight strategy.
Amodei contends that banning open-weight models is futile, as Chinese models like Qwen, DeepSeek, and Kimi K3 have already achieved widespread adoption among US businesses and startups. He advocates cutting off China's AI capabilities at the source by restricting chip exports—effectively arguing the Trump administration should not have reversed Biden-era restrictions on Nvidia's H20 chip sales to China. However, export controls have not prevented China from achieving significant AI breakthroughs through efficient techniques such as model distillation and algorithmic innovations.
The open AI debate has shifted from a safety-focused discussion to one deeply intertwined with commercial interests. While cheaper open-weight models offer genuine benefits for businesses and entrepreneurs by reducing costs, they also threaten to disrupt the leading AI companies whose valuations are buoying the broader stock market. As the White House deliberates on its China containment strategy, this week's public clashes among Amodei, Zuckerberg, and Huang reveal that Silicon Valley's titans would each prefer someone else bear the economic burden of that fight.