32: The Green Gambit
Nvidia committed $26 billion over five years to building open-weight AI models. This episode examines the strategy: open weights as hardware lock-in, the Nemotron Coalition, NemoClaw agent runtime, the Vera Rubin and Feynman hardware roadmaps, and what it mean...
Show Notes
The Green Gambit
Nvidia committed $26 billion over five years to building open-weight AI models. This episode examines the strategy behind that bet: open weights as hardware lock-in, the Nemotron Coalition, NemoClaw agent runtime, the Vera Rubin and Feynman hardware roadmaps, and what it means that a chip company is now competing directly with AI labs on model quality.
Sources
Primary Reporting
- Nvidia Will Spend $26 Billion to Build Open-Weight AI Models, Filings Show — Wired, Will Knight, March 11 2026
- NVIDIA GTC 2026: Live Updates on What's Next in AI — Nvidia Blog, March 16–18 2026
- Leading Inference Providers Cut AI Costs by up to 10x With Open Source Models on NVIDIA Blackwell — Nvidia Blog
Models & Research
- Nemotron 3 Super — Research Page — Nvidia Research
- NVIDIA Expands Open Model Families — Nvidia Newsroom
- NVIDIA Launches Nemotron Coalition — Nvidia Newsroom
Hardware
- NVIDIA Vera Rubin Platform — Nvidia Newsroom
- NVIDIA Vera CPU — Nvidia Newsroom
- DGX Station GB300 — Nvidia
Agents & Stack
- NVIDIA NemoClaw — Nvidia Newsroom
- NVIDIA Agent Toolkit / OpenShell — Nvidia Newsroom
- GTC Spotlights NVIDIA RTX PCs and DGX Sparks Running Latest Open Models — Nvidia Blog
Context
- ATOM Project — American Truly Open Models — Allen Institute for AI
- Laude Institute — Nonprofit for AI openness
- DeepSeek R1 — January 2025 — Wired
- OpenAI GPT-OSS — Wired