The labs that published their weights are the most exposed by Will DePue's Unemployment Labs report.

The labs that published their weights are the most exposed by Will DePue's Unemployment Labs report. Open weights now appear to carry a hardware trail, which puts DeepSeek and Moonshot under more export-control pressure than Nvidia.

• The report says six models released since April carry weight patterns consistent with Blackwell initialization: DeepSeek-V4-Flash and V4-Pro, Kimi K3 and K3.1-Pro, MiniMax-M3, and Ant Group's Ling-3.1-flash.
• Only DeepSeek-V4-Flash and Kimi K3 were physically reproduced on Blackwell hardware. The report itself says it can't establish where the chips were, how they were accessed, or whether any export control was broken.
• On Nov 13, DePue said the method found no match for DeepSeek's later V4.1-Flash. I'd want independent replication before treating this as a general signature.
• For $NVDA, the report lands days before the Nov 17 earnings call, with Colette Kress as interim CEO. Shares closed Nov 12 at $166.19, down 4.34% on Huang's resignation, and traded at $169.45 pre-market Nov 13.

My bullish lean on open weights holds. Public weights let an outside researcher audit hardware claims that officials previously made without publishing proof, and I count that as a point in their favor. The open question is whether Kress gets asked about it on Nov 17.

Source:
Unemployment Labs forensic report: https://unemploymentlabs.com/checkpoint-forensics

Not financial advice. For informational and educational purposes only.