[Today’s Signal] Nvidia Is No Longer Just Selling GPUs — It Wants a Place in the Model Race
Nvidia’s next expansion is moving directly into the AI model layer. The company is developing the Nemotron 4 family of open models, with its largest version expected to contain at least 1 trillion parameters, according to The Information as cited by Reuters. Final training has not been completed, an
Nvidia is expanding its presence in the AI model race with the development of the Nemotron 4 family of open models, with the largest version expected to contain at least 1 trillion parameters. The company aims to strengthen its AI value chain by creating more AI applications, increasing inference requirements, and consuming more computing capacity, all of which still run on Nvidia GPUs, networking, and software.
Nemotron 4's strategic advantage lies in its ability to drive more workloads onto Nvidia's computing platform, rather than competing directly with OpenAI or Google in consumer chatbots. The Nemotron Coalition, which includes Mistral AI, Black Forest Labs, Cursor, LangChain, Perplexity, Reflection AI, Sarvam, and Thinking Machines Lab, is developing frontier open models to support the Nemotron 4 family.
This expansion complements Nvidia's already dominant position in GPUs for AI computing, its powerful networking business around its infrastructure, and its CUDA software platform for developers.
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