Nvidia, which is quickly becoming the champion of AI open-source models in the US, argues that open AI models are roughly six months behind more expensive proprietary frontier models. If that's the case, CxOs should base nearly all of their AI plans around open-source models.
Nvidia said its Rubin platform is in full production as it rolled out a series of hardware updates at CEO Jensen Huang's CES 2026 keynote.
Nvidia released new Cosmos and GR00T open models for both learnings and reasoning and a new framework for robotic training workflow. The company also outlined a strong ecosystem for autonomous machines and the availability of the Blackwell Jetson T4000 module. Qualcomm is gunning to be a robotics platform challenger.
Groq announced it has entered a non-exclusive licensing agreement with Nvidia for Groq's inference technology. Groq CEO Jonathan Ross and team will join Nvidia, but Groq will operate independently with GroqCloud.
Nvidia launched its Nemotron 3 family of open models as it aims to provide an efficient set of large language models that can be used by enterprises to customize and deploy in multi-agent systems.
Nvidia CEO Jensen Huang said, "Blackwell sales are off the charts, and cloud GPUs are sold out" and that the "AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries."
Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion. Claude will also be available on Microsoft Foundry.
Dell Technologies said it adding more automation to Nvidia AI Factory deployments using blueprints that automate more than 30 manual steps and can get customers into deployment in as few as 10 clicks.
Nvidia CEO Jensen Huang laid out a series of announcements covering an investment in Nokia to meld 6G and AI, quantum computing connectivity with GPUs and a vision to build AI infrastructure as a means for national security.
Nvidia's DGX Spark mini supercomputer is now available for $3,999 from Nvidia and PC makers such as Acer, ASUS, Dell Technologies, GIGABYTE, HPI, Lenovo and MSI and it'll be interesting to see how impacts inference and physical AI plans.
Nvidia and OpenAI said they have struck a partnership where OpenAI will deploy at least 10 gigawatts of AI datacenters built on Nvidia's Vera Rubin GPUs. Nvidia will invest up to $100 billion in OpenAI as each gigawatt is deployed.
Nvidia said it will invest $5 billion in Intel and co-develop custom data center and PC products. The move gives Intel more capital and also solidifies its relevance going forward.
