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The case for Nvidia (NVDA) as a hardware vendor sits in tension with its newest product. The company has launched Nemotron 3.5 Lightning, an open model, and is reportedly building a larger successor called Nemotron 4.
Entering the model layer puts Nvidia in the same market as the developers and enterprises whose compute spending has driven NVDA's revenue. What the open model launch changes Nemotron 3.5 Lightning is live and open.
Developers can access and deploy it freely, a different commercial posture than selling proprietary chips. The company's revenue has been built on supplying the compute other people use to train and run models.
Releasing its own open model shifts where Nvidia sits in that chain. The counterargument The counterargument runs through demand pull, and it deserves its due.
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