Open-Source AI
Jul 10, 2026

The Gist
Open-source AI is rapidly gaining traction in enterprise, with roughly half of Fortune 500 companies now using it, as businesses increasingly abandon expensive proprietary AI APIs in favor of freely available models. The shift is fueling investment and partnerships, including Ollama's $65M funding round and a new collaboration between NVIDIA and Hugging Face to advance robotics AI through their LeRobot platform. This momentum reflects a broader industry pivot toward accessible, customizable AI solutions over costly closed-source alternatives.
Today's Stories
- 1
Open source AI now used by roughly half Fortune 500, Hugging Face CEO says
Hugging Face CEO Clem Delangue stated that open source AI has grown significantly, with the company now used by roughly half the Fortune 500. He described Hugging Face as functioning like a GitHub for AI, where builders share and download open models and datasets. Companies typically start with frontier APIs but shift toward open source models as they scale due to cost pressures. Delangue expressed concern that a handful of big companies could end up controlling everything, and highlighted that Chinese labs are producing the majority of open models being downloaded in the U.S.
Delangue sees robotics as an especially urgent case for open, transparent AI because of how much a robot can see in a home and family life. He has also turned down a large investment from Nvidia, choosing capital efficiency over traditional Silicon Valley fundraising.
- 2
FORT Robotics brings outside-in safety to robots with Nvidia Halos
FORT Robotics joined Nvidia's Halos for Robotics ecosystem and is demonstrating an agentic safety application using Nvidia's Outside-In Safety Blueprint this week at the Automate conference in Chicago. The solution combines external infrastructure sensors and visual AI agents with onboard robot perception to deliver real-time functional safety. Traditional robot safety systems rely only on onboard sensors and force robots to operate conservatively, slowing them down in dynamic warehouse and factory environments. Outside-In Safety automatically adjusts robot efficiency across changing environments, which means warehouses and factories can run robots faster while keeping workers safe—unlocking cost savings from processes like trailer unloading, inventory replenishment, and product assembly.
FORT is a member of Nvidia's AI Systems Inspection Lab, the world's first ANSI National Accreditation Board (ANAB)-accredited inspection lab designed specifically for physical AI and autonomous systems. The lab verifies functional safety, cybersecurity, and AI compliance for autonomous vehicles, robotics, and sensor technologies.
- 3
Hugging Face CEO: companies are abandoning costly AI APIs for open-source models
Hugging Face CEO Clem Delangue told TechCrunch's Equity podcast that companies consistently follow a pattern—they start with frontier APIs, but as they scale, costs push them toward open-source models. Hugging Face, described as a GitHub for AI where builders share models and datasets, is now used by roughly half the Fortune 500. The shift reflects a real economic pressure on businesses; paying per-API call becomes unsustainable once usage grows. Delangue is concerned that a handful of big companies could end up controlling everything, suggesting the open vs. closed-source fight shapes who gets access to AI tools and at what cost.
Delangue's comments come in the wake of Anthropic's halted Fable release, which appears to have prompted renewed discussion about whether the industry's future belongs to open or proprietary models.
- 4
Ollama raises $65M to expand open AI model platform
Ollama Inc., a platform connecting developers to open-source AI models, raised $65 million(約100億円) in a Series B funding round led by Theory Ventures, with participation from Benchmark, 8VC, Y Combinator, Pace Capital, 49 Palms, GTMFund, and other investors. Open-source AI tools like Ollama lower barriers for developers to build with AI models without relying on proprietary platforms, and the funding signals investor confidence in this model as an alternative to closed commercial AI services.
The company plans to use the capital to grow its platform and expand its developer base; specifics on product roadmap or geographic expansion were not disclosed in the announcement.
- 5
Chamath Palihapitiya: Meta 'completely fumbled' AI opportunity
Venture capitalist Chamath Palihapitiya, an early Facebook executive, told Axios that Meta and CEO Mark Zuckerberg have "completely fumbled" the generative AI race. He stated that Meta has "profoundly failed" to capture the market and that a comeback is "pretty unlikely at this point." Palihapitiya argued that Meta was uniquely positioned to be the "third leg of the stool" in global AI—defending open-source AI in the United States while competing with closed-source American models like OpenAI and low-cost Chinese alternatives. By leveraging its distribution power across billions of daily users on WhatsApp, Instagram, and Facebook, Meta could have built a global AI network instantly. Instead, Nvidia filled that void, and Palihapitiya predicts the market will now be dominated by closed-source winners, cheap foreign alternatives, and a decentralized computing "Rebel Alliance," leaving Meta on the sidelines.
Palihapitiya believes that if Nvidia CEO Jensen Huang had Meta's massive consumer distribution network, the tech industry would have "very different sets of checks and balances" in its AI ecosystem—suggesting the current concentration of AI power is a structural risk to the industry.
- 6
NVIDIA, Hugging Face Partner to Integrate Robotics AI into LeRobot
NVIDIA and Hugging Face announced on July 6 a collaboration to integrate NVIDIA's physical AI capabilities—including the Isaac GR00T 1.7 reasoning model and the Isaac Teleop framework—into LeRobot, Hugging Face's open-source library for robotics. The partnership makes NVIDIA's robot-control AI tools directly accessible within an existing open-source platform, potentially lowering the barrier for developers and organizations building robotics applications to adopt NVIDIA's technology.
LeRobot is an open-source project, meaning the integrated tools will be available freely to the robotics development community without licensing barriers.
What to Watch
As robotics become increasingly integrated into homes and personal spaces, the tension between open-source transparency and proprietary control is likely to intensify—with industry leaders like Delangue pushing for accessibility and safety standards that keep AI systems accountable to developers and users alike. Watch how initiatives like LeRobot and FORT's accreditation framework shape whether the robotics industry follows the path of open innovation or concentrates power in the hands of a few well-capitalized players, a choice that will ultimately determine what kinds of checks and balances exist over AI systems that see into our most private moments.
Sources
- Open source AI matters more than ever, according to Hugging Face’s Clem Delangue
- FORT Robotics extends physical AI safety platform with Nvidia Halos
- Hugging Face’s CEO on why companies are done renting their AI
- Open-source AI developer tool Ollama raises $65M to grow its platform
- Chamath Palihapitiya Says Meta 'Completely Fumbled It' on AI: Why Mark Zuckerberg Missed Big Tech's Next Major Leap
- NVIDIA (NVDA) Integrates Isaac AI Tools into Hugging Face LeRobot
- Enhancing enterprise inference on Amazon SageMaker HyperPod with data capture, Hugging Face, NVMe, and Route 53 integration
- 8.9 Million AI Users
- Popular open source AI developer tool Ollama raises $65M, grows to nearly 9M users
- Databricks makes Chinese open-source model GLM 5.2 its default coding engine after it matched Opus at lower cost
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