Nvidia's leadership just confirmed what the market's been sensing—open-source AI models are reshaping the competitive landscape. Jensen Huang spotlighted how quickly projects like DeepSeek R1 are closing the gap, turning heads across the industry. Meanwhile, Nvidia isn't sitting idle. Their Rubin AI computing platform has already entered full production mode, positioning the company to capture the next wave of AI infrastructure demand. This signals serious momentum in the AI hardware race, especially as developers increasingly gravitate toward open-source solutions. The interplay between these trends matters: when compute becomes more commoditized, differentiation shifts to software layers and specialized platforms. For anyone tracking the AI buildout cycle, this is the kind of inflection point worth paying attention to.