Jensen Huang Says 80% of Newly Funded AI-Native Companies Use Open Models

$NVDA CEO Jensen Huang says roughly 80% of AI-native companies receiving recent venture funding are using open models.
The figure highlights how quickly open-source and open-weight AI ecosystems are gaining traction among startups.
For younger companies, open models can offer more flexibility, lower costs and greater control over deployment than relying entirely on closed proprietary systems.
That matters for $NVDA because model choice does not eliminate the need for compute.
Whether startups build on open or closed models, they still require GPUs, networking and infrastructure to train, fine-tune and run those systems at scale.
The trend also suggests the AI market may become more fragmented rather than being dominated by only a few frontier labs.
If open models continue gaining adoption, the biggest beneficiary may still be the underlying compute layer that powers all of them.