Nvidia’s Nemotron 3.5 Just Launched, But A Bigger 1 Trillion Parameter Model Is Reportedly Already In The Works

• The Information said the model speculated to be under development could put Nvidia in more direct competition with customers such as OpenAI and Microsoft.

• It added that the push is towards Nvidia building an ecosystem of open models optimized for its GPUs to support broader demand for its AI infrastructure.

• Nvidia’s cloud-compute budget for Nemotron development is capped at $7 billion through fiscal 2028, according to The Information.

Nvidia (NVDA) on Tuesday released its Nemotron 3.5 Lightning AI model while reportedly developing a much larger Nemotron 4 model that could put the chipmaker in more direct competition with some of its biggest customers.

According to a report by The Information, the flagship Nemotron 4 model is expected to exceed 1 trillion parameters, roughly twice the size of Nvidia’s current largest model, Nemotron 3 Ultra, which was released in June. In comparison, the Nemotron 3.5 Lightning has around 30 billion parameters.

See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox

NVDA stock edged 0.6% in morning trade amid a muted broader market. The shares also saw a slew of bullish price hikes from Wall Street following the announcement of a $500 billion financing deal with six top financiers to fund artificial intelligence (AI) infrastructure.

What Happens With OpenAI, Microsoft, SpaceX And Others?

…