It's not about the weights, it's about inference. Banning American inference providers from serving "non-vetted" models would surely bring a lot of customers back to OpenAI and Anthropic. Just when they go public.
Nvidia is not the proximate provider of open weight inference. That’s Nvidia’s customers, cloud compute services like AWS. If there was a move to ban open weights models, I am pretty sure these companies would howl much louder to the government than Nvidia, and they’re arguably more influential as a group.
And specialised providers like Baseten, Fireworks, Together…
If regulation for the sake of safety was to pass, they wouldn’t be able to serve GLM, Kimi, or Deepseek anymore
I wouldn’t underestimate Anthropic’s and OpenAI’s power of nuisance on that regard.