Nvidia, Microsoft, Meta Urge Policymakers Against Open-Weight AI Restrictions; OpenAI and Anthropic Sit Out

On July 24, 2026, Nvidia, Microsoft, Meta, Palantir, and 20+ companies signed a joint letter urging policymakers to avoid "premature restrictions" on open-weight AI models, warning they would "stifle competition or drive innovation overseas." OpenAI and Anthropic — both nearing $1 trillion valuations and preparing for IPOs — did not sign. The split exposes a commercial fault line within the AI industry itself.