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Wired AI • 57일 전

엔비디아, 오픈소스 AI 연합 출범... OpenAI·Anthropic 배제

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핵심 요약

엔비디아가 마이크로소프트, 스페이스X, 팔란티어 등 40개 이상의 기업들과 함께 '오픈 시큐어 AI 연합(Open Secure AI Alliance)'을 출범시키며 오픈소스 기반의 AI 보안 도구 구축에 나섰습니다. 특히 이 연합에 구글, OpenAI, Anthropic 등 주요 AI 기업들이 배제되어, 업계의 '오픈소스 vs 폐쇄형(클로즈드) AI' 논쟁이 다시 불붙고 있으며 향후 미국 AI 생태계의 향방을 결정할 중요한 분기점으로 평가받고 있습니다.

번역된 본문

이번 주 '언캐니 밸리(Uncanny Valley)' 팟캐스트에서는 엔비디아가 마이크로소프트, 스페이스X, 팔란티어 등과 함께 오픈소스 AI 보안을 추진하기 위해 화려한 연합을 출범시킨 사건을 다룹니다. 주목할 만한 점은 여기에 OpenAI와 Anthropic이 빠져 있다는 것입니다. 브라이언 배럿(Brian Barrett), 조 시퍼(Zoë Schiffer), 레아 파이거(Leah Feiger)는 이러한 분열이 산업계에 미치는 의미와 트럼프 행정부의 변화하는 AI 정책을 분석합니다. 또한 앤스로픽(Anthropic)의 '클로드(Claude)' 대화 내용이 어떻게 구글과 빙(Bing) 검색 결과에 노출되었는지, 그리고 캐나다에서 시카고까지 4마리의 벨루가 고래를 구조하고 운반한 놀라운 작전에 대해서도 이야기합니다.

이번 에피소드에서 언급된 기사들:

  • 구글 및 빙 검색 결과에 노출된 비공개 클로드 채팅 내용
  • 중국 AI를 두고 완전히 분열된 실리콘밸리
  • AI 규제를 두고 내부 갈등을 겪고 있는 트럼프 행정부
  • 시카고로 4마리의 벨루가 고래를 데려온 거친 구조 작전 내막
  • 시스템 업데이트 뉴스레터: WIRED의 추천 기사

블루스카이(Bluesky)에서 브라이언 배럿(@brbarrett), 조 시퍼(@zoeschiffer), 레아 파이거(@leahfeiger)를 팔로우하실 수 있습니다. 의견은 이메일로 보내주세요.

청취 방법: 이 페이지의 오디오 플레이어를 통해 이번 주 팟캐스트를 들으실 수 있으며, 무료로 구독하여 모든 에피소드를 받아보시려면 다음 방법을 이용하세요. 아이폰이나 아이패드를 사용 중이시라면 '팟캐스트' 앱을 열거나 이 링크를 탭하세요. Overcast나 Pocket Casts와 같은 앱을 다운로드하여 'uncanny valley'를 검색하셔도 됩니다. 스포티파이(Spotify)에서도 청취하실 수 있습니다.

참고 사항: 이 대본은 자동 생성되었으므로 오류가 포함되어 있을 수 있습니다.

조 시퍼: WIRED의 '언캐니 밸리'에 오신 것을 환영합니다. 저는 기고 에디터 조 시퍼입니다.

브라이언 배럿: 저는 임원 에디터 브라이언 배럿입니다.

레아 파이거: 저는 정치·과학 국장 레아 파이거입니다.

조 시퍼: 오늘 쇼에서는 지난주 실리콘밸리를 완전히 뒤흔들었던 오픈소스(Open Source) 대 클로즈드(Closed) AI 논쟁에 대해 깊이 파헤쳐 보겠습니다. 월요일에 엔비디아는 마이크로소프트, 스페이스X, IBM을 포함한 여러 기업들과 손을 잡고 오픈소스 AI 보안 도구를 구축 및 공유하겠다고 발표했습니다. 우리는 이 논쟁이 왜 격화되고 있는지, 그리고 이것이 미국에서 AI가 실제로 개발되는 방식에 있어 중요한 전환점이 될 수 있는지에 대해 알아볼 것입니다.

레아 파이거: 한편 백악관에서는 트럼프 행정부 관리들이 AI와 관련하여 취해야 할 조치에 대해 서로 다른 의견을 가지고 있습니다. 현재 트럼프 행정부의 AI 정책에 영향을 미치는 주요 인사들이 누구인지, 그리고 그들이 어떻게 전국적인 대화를 주도하고 있는지 이야기해 보겠습니다.

브라이언 배럿: 또한 클로드(Claude) 채팅 내용이 왜 구글 및 빙(Bing) 검색 결과에 노출되었는지 분석해 보겠습니다. 여전히 빙을 사용하고 계신 분들도 이번 사건에 해당하십니다. 흥미로운 이유가 있는데, 자세한 내용은 본문에서 다루겠습니다.

조 시퍼: 자, 여러분, 우리는 이번 주 초에 형성된 이 기묘한 연합에 대해 이야기해야 합니다. 기본적으로 엔비디아는 마이크로소프트, 스페이스X, 팔란티어, IBM 등 40개 이상의 기업들과 협력하여 소위 '오픈 시큐어 AI 연합(Open Secure AI Alliance)'이라는 것을 출범시켰습니다. 이름이 꽤 입에 잘 붙네요. 공식적인 목표는 기본적으로 AI 기반 사이버 보안 방어를 위한 오픈소스 도구를 구축하고 공유하는 것입니다. 하지만 정말 흥미로운 점은 구글, OpenAI, 그리고 Anthropic이 명단에 없다는 것입니다. 이 소식은 지난주 보안 테스트 중 두 개의 OpenAI 에이전트가 통제를 벗어나 AI 플랫폼인 허깅페이스(Hugging Face)를 침해한 사건이 있은 직후에 나왔습니다. 엔비디아는 이 연합을 발표하면서 이 사건을 직접적으로 언급하며, "사이버 방어자들이 자체 방어를 위해 오픈 프론티어 에이전트 시스템(open frontier agentic systems)이 필요하다는 분명한 상기물"이라고 말했습니다. 이는 우리가 팟캐스트에서 몇 번이나 다루었던 오랜 잠재적 논쟁을 수면 위로 끌어올렸습니다. 즉, 미국이 지금까지 이 지점까지 대부분 포기했다는(방치했다는) 사실을 드러낸 셈입니다.

원문 보기
원문 보기 (영어)
Comment Loader Save Story Save this story Comment Loader Save Story Save this story This week on Uncanny Valley , the team discusses the launch of Nvidia’s splashy alliance to push for open-source AI security alongside companies like Microsoft, SpaceX, and Palantir. Notably absent? OpenAI and Anthropic. Brian Barrett, Zoë Schiffer, and Leah Feiger break down what the split means for the industry, and the Trump administration’s own shifting opinions on AI. Plus, we discuss how Claude conversations turned up in Google and Bing search results, and the massive feat of how four whales were rescued and transported from Canada to Chicago. Articles mentioned in this episode: Private Claude Chats Exposed in Google and Bing Search Results Silicon Valley Is Completely Divided Over Chinese AI The Trump Administration Is at War With Itself Over AI Regulation Inside the Wild Rescue Mission That Took 4 Beluga Whales to Chicago System Update Newsletter: The Best of WIRED You can follow Brian Barrett on Bluesky at @brbarrett , Zoë Schiffer on Bluesky at @zoeschiffer , and Leah Feiger on Bluesky at @leahfeiger . Write to us at [email protected] . How to Listen You can always listen to this week's podcast through the audio player on this page, but if you want to subscribe for free to get every episode, here's how: If you're on an iPhone or iPad, open the app called Podcasts, or just tap this link . You can also download an app like Overcast or Pocket Casts and search for “uncanny valley.” We’re on Spotify too. Transcript Note: This is an automated transcript, which may contain errors. Zoë Schiffer : Welcome to WIRED's Uncanny Valley . I'm Zoë Schiffer, contributing editor. Brian Barrett : I'm Brian Barrett, executive editor. Leah Feiger : And I'm Leah Feiger, director of politics and science. Zoë Schiffer : Today on the show, we're diving into the open source versus closed AI debate that has been completely taking over Silicon Valley this past week. On Monday, Nvidia announced it was joining forces with a whole bunch of companies, including Microsoft, SpaceX, IBM, to build and share open source AI security tools. We're going to get into the debate why it's heating up and whether this could be an inflection point for how AI actually gets made in the United States. Leah Feiger : And over at the White House, Trump administration officials have some different opinions about what to do when it comes to AI. We're going to talk about some of the key players influencing the Trump administration right now when it comes to AI policy and how they're actively shaping the conversation on this for the entire country. Brian Barrett : We'll also break down why Claude chats were exposed in Google search and Bing searches. For those of you who are still on Bing, you are in this as well. For interesting reasons, we'll get into it. Zoë Schiffer : Okay, you guys, we have to talk about this strange alliance that formed earlier this week. So, basically Nvidia announced was joining forces with more than 40 companies, including Microsoft, SpaceX, Palantir, and IBM to launch something called the Open Secure AI Alliance. Really rolls off the tongue. The stated goal is basically to build and share open source tools for AI-powered cybersecurity defense. But it's really interesting because Google, OpenAI, and Anthropic are not on the list. And this news comes on the heels of this incident that happened last week where two OpenAI agents basically went rogue during a security test and breached the AI platform Hugging Face. And when Nvidia announced this alliance, they actually called out this incident by name and said, "It's a clear reminder that cyber defenders need open frontier agentic systems for self-defense." And it's kind of exposed this long-simmering debate, which we've talked about a few times on the podcast, which is that the US has really largely up until this point abandoned open weight and open source in favor of going all in on proprietary systems, and now that's becoming a bit of a problem. Brian Barrett : This OpenAI incident has really kicked off so many intersecting issues. You've got open versus closed AI, you've got AI security and who's responsible for it. You've got US regulation. We're even at a point now where staffers from top intelligence firms, more than 1100 of them signed a petition calling on the US government to help deliberately pace "AI development" to prevent it from advancing too fast. They're saying, "Please slow us down because this stuff is getting a little out of control." On top of which it turns out that OpenAI's initial disclosure wasn't even the full story. It came out on Tuesday evening that one of its agents actually broke into four different platforms that weren't Hugging Face on its way to getting into Hugging Face. So, it's less of a, here's what this means, but it is really touching so many hot wires in the AI world right now and making a lot of conversations that have been put off for a while come to a head. Zoë Schiffer : Yeah, I was, I will say, pretty surprised to see that big open letter that you alluded to. Archival audio : More than 1,000 workers from top AI firms have signed a petition calling on the US government to help, "deliberately pace AI development." The signatories of the letter include the CEO of Anthropic and the chief scientists from OpenAI and Meta Super Intelligence Lab. Zoë Schiffer : My thought was basically, did we learn nothing from Dario Amodei saying that AI is really scary and dangerous? And then having the US government come down pretty hard on Anthropic asking you might actually receive, I don't know if they want the US government to do what it could do if they listen to the letter quite literally, but it does show that even people, I mean especially people working on AI systems are scared by what the race is doing. Leah Feiger : Yeah, I mean we talked a lot about this last week for sure when we were talking about DC's reaction and what's going on from the White House perspective. I've been so curious about that split a little bit. Last week we talked about the rift that this has really created in Silicon Valley, the idea of open source versus proprietary AI. This is really touching every single sector right now, without a doubt. Zoë Schiffer : I will say I was at this event on Saturday with a bunch of AI lobbyists from DC, Thinking Machines. Mira Moradi was there, Michael Kratsios from the White House was there. And I was really struck by how they seem to be operating in this kind of parallel AI world from the one that I see on the ground in San Francisco. They were talking a lot about open source versus closed source. When I talk to engineers in particular, I will say most of them experiment with a lot of open models, but they still find that Codex and Claude code, the coding models from OpenAI and Anthropic, are just far superior. And so, they end up using those even though they're a lot more expensive. Alex Karp was on TV earlier talking about this. He's the CEO of Palantir, basically making this a core issue for America winning the AI race. Palantir and Nvidia, they have a vested interest in pushing forward this plan. More AI, more systems mean more GPUs—that directly benefits Nvidia's bottom line. And Palantir is deploying AI systems on government systems and other places where security is really paramount and they need to do that on American technology, but it's much easier to do it with systems that you can tweak, play around with, modify, change. Brian Barrett : It is interesting these strange, not strange, but the way that the, I'm going to say battle lines, I don't mean that, it's too dramatic, but that they're being drawn, the sort of argument lines are being drawn in this. To your point, Nvidia&