Why did Jensen Huang @JensenHuang's letter cause such a stir in the AI community? I think there are two key points: 1) AI commercial infrastructure and application companies like NVIDIA, Microsoft, and Palantir have started viewing the growing share of Chinese open-source models in U.S. enterprise token consumption (now nearing 60%) as a major threat. Once U.S. companies develop strategic reliance on these open-source models, combined with policy restrictions, they will inevitably face higher operational costs—a scenario that the U.S. AI corporate alliance is most unwilling to confront. 2) For a long time, cutting-edge closed-source labs like Anthropic and OpenAI have dominated the AI large model space by leveraging infrastructure positioning, emphasizing national control and premium pricing power. But Huang’s letter undoubtedly signals that the market saturation for pure closed-source strategies is already very high. In new high-frequency, low-complexity, high-volume vertical scenarios, cost-effective open-source models better align with market demands. Once the narrative of "closed-source equals absolute superiority" is broken, it means the open-source route is bound to face a fierce battle ahead. And the so-called "the world needs both to coexist" sounds more like a public rallying cry to strengthen the open-source market in the coming days.