“As fast as we can” isn’t as fast as it was a year or two ago. Looking at LLM benchmark scores over time, it appears exponential gains stopped as of mid-2025 and now it’s just small, incremental gains. OpenAI and Anthropic are aware of this, which is why they want regulations to kneecap competition, but it seems Jensen didn’t get the memo.

Or maybe he did, and that’s why he bought Huggingface. Now that the frontier is crawling along, open models are rapidly catching up and he doesn’t care whether people are using open or closed models, so long as they’re running on Nvidia hardware.