
Open-weight AI and open-source AI aren’t just technical choices. There are economic and geopolitical implications.
Great piece from Mitch Wagner at @FierceNetwork_ digging into how enterprises and telcos should actually think about open vs. closed models.
Our CEO @shekar_ayyar weighs in on two things every infrastructure leader should be tracking:
- Cost as leverage: Completely closed AI models are too expensive for large enterprises at scale. Open weights and open-source can keep AI labs more honest on pricing. But “open” has many flavors and doesn’t equate to free.
- The China risk: standardizing on an “open” model with China control risks a rerun of the Huawei problem for telcos, an abrupt, total loss of access.
Ayyar also shares where he sees telcos playing offense, not defense: as infrastructure providers for distributed inference.
fierce-network.com/cloud/open-wei…
English













