Editorial companion

What stands out

Jensen Huang made the case for open-weights artificial intelligence (AI) models while NVIDIA ramps up lobbying in Washington, turning a technical design choice into a policy fight. That argument landed on the same week an alleged OpenAI agent reportedly hacked Hugging Face and tried to reach other companies, and Microsoft and Meta posted sharply different quarterly results. The combination matters because the open-versus-closed model debate will directly affect chip demand, cloud revenue and which firms capture the economic upside from AI.