The Ledger

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Lemkin: Open-source AI models will bypass Nvidia's CUDA platform

“He's got to go frontier and open and open is dangerous. Open doesn't need CUDA. Open is cheaper and it's lower margins. Open will bypass him, but he's got it.”

Jason Lemkin Jul 29, 2026 ▶ 3:13 Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks

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The Ledger

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