Not long ago, Nvidia CEO Jensen Huang took the rare step of spearheading an open letter on the social media platform in support of open source, prompting Microsoft, Google, Meta and other major players in the industry to publicly voice their support. Several US tech companies have also established the Open Secure AI Alliance (OSAA), which reportedly now has more than 230 members. All of this reflects a broader shift in thinking across the US tech industry.

　　In a sense, Nvidia"s $6 billion bet on open source is essentially adding fuel to the open-source movement in the US tech industry. From the attention sparked by DeepSeek to the debut of flagship models such as GLM-5.2 and Kimi K3, the global open-source AI ecosystem, driven largely by Chinese companies, has demonstrated the resilience of this approach and the strength of its development capabilities.

　　In the long run, a thriving open-source community depends on broad participation, transparent mechanisms for collaboration and low barriers to access - not monopolistic investment by any single tech giant. For Nvidia, therefore, whether this money is well spent will depend on chip sales in the short term, model performance in the medium term, and, in the long term, whether it can truly understand the logic of open source. If Nvidia treats open source merely as a marketing tool for generating chip orders rather than genuinely committing to building an open, collaborative ecosystem, then the "American DeepSeek" may well turn out to be nothing more than an expensive shell.