Nvidia Drops $26B Bet on Open-Weight AI Models

Nvidia just made its biggest play yet to become more than the company that sells shovels during an AI gold rush. It wants to dig, too.

The GPU giant unveiled Nemotron 3 Super, a 120-billion-parameter hybrid mixture-of-experts open-weight model. That's a mouthful, but here's what matters: it's large, it's open, and it's Nvidia's own.

Even bigger news sits in a filing. Nvidia plans to pour $26 billion over the next five years into building open models. That's a staggering commitment that puts the company on a direct collision course with OpenAI, Anthropic, and DeepSeek.

The infrastructure king clearly isn't content just powering everyone else's AI ambitions anymore. By going open-weight, Nvidia is betting that controlling both the hardware and competitive model layers gives it leverage nobody else can match.