Anthropic执行长Dario Amodei本周发表部落格文章，断然否认公司曾支持禁止开放权重模型，并将矛头转向晶片制造商Nvidia，主张透过限制对中国的晶片出口来遏制中国的AI发展，而非禁止开放权重模型。此举回应了前白宫AI事务负责人David Sacks的批评，后者指出Anthropic是唯一拒绝签署支持开放AI模型公开信的公司。Meta的Zuckerberg也加入批评行列，警告限制中国AI模型可能导致「监管俘获」和「权力集中」。
Amodei认为，禁止开放权重模型无法有效阻止中国发展AI，因为中国模型如Qwen、DeepSeek和Kimi K3在美国企业和新创公司中已广泛普及。他主张应从源头切断中国建构AI的能力，即限制Nvidia等公司的晶片出口。然而，出口管制在过去一年并未阻止中国取得重大AI突破，中国企业透过蒸馏训练和演算法改进等高效方法进行了有效补偿。
开放AI的辩论已从单纯的安全议题演变为商业利益的角力场。廉价的开放权重模型对企业和创业者而言具有降低成本的巨大潜力，但同时可能严重冲击支撑股市的AI产业龙头企业。随著白宫思考如何遏制中国，矽谷巨头们显然更希望让别人承担代价——Amodei、Zuckerberg和Huang之间的公开交锋清楚表明了这一点。
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.