Starting today, @nvidia is the number-one competitor to OpenAI and Anthropic for tokens and enterprise compute. @JensenHuang is now the leading open-source provider in America, and he'll soon win the world. Predict Jensen will catch up, then blow past Chinese models by the end of 2027. Going All-In on Open Source means America wins both frontier models, chips and open source. America has won AI -- it's now our game to lose... and lose it we might, if @GovernorShapiro and @GregAbbott_TX continue their misguided anti-datacenter jihad. I told y'all two years ago that Open Source was gonna win, and last year that Jensen would be the number one player in Open Source. #jwrae(@jason)