Report: Nvidia planning frontier-class open models, sources claim

StewartalsopIII · x · 2026-11-13

Steve Hsu relays claims from good authority that Jensen Huang and Nvidia have been planning to aggressively produce frontier-class open models to verticalize their AI presence, reducing dependence on OpenAI and Anthropic. OpenAI, Anthropic and Google are meanwhile designing their own AI chips to compete with Nvidia. Hsu also notes Huang's fights with DC natsec hawks over China sales, and that 20% of Nvidia sales to Southeast Asian buyers likely ended up in or reachable from China. Unverified rumor.

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