- NVIDIA is developing Nemotron 4 with over 1 trillion parameters, positioning the chipmaker to compete directly with customers including OpenAI and Microsoft
- Nvidia released Nemotron 3.5 Lightning, a 30-billion-parameter model designed for efficient AI agent operations
- The company’s cloud-compute budget for Nemotron development is capped at $7 billion through fiscal 2028, per The Information
- The flagship model could arrive as soon as this fall, sources familiar with the project told 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 push the chipmaker into 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.
The development would mark a deeper push into AI models for Nvidia, whose chips power many frontier models being developed by customers including OpenAI and Microsoft. Some of those companies are also developing their own AI chips, creating a potential conflict for Nvidia if its models compete directly with their offerings. According to a report by the South China Morning Post, some of China’s top AI models are still being trained on Nvidia chips despite Beijing’s push to go local.
The Information’s report said Nvidia has not set a release date for Nemotron 4 yet, though two people familiar with the project said it could arrive as soon as this fall. Meanwhile, Nemotron 3.5 Lightning is a smaller model designed to run AI agents efficiently, delivering up to four times faster output than comparable models.
According to The Information, Nvidia’s push into open models is partly aimed at creating a broader selection of high-quality models optimized for its hardware. The company has also organized a “Nemotron Coalition” that includes Mistral, Cursor, Cognition and Prime Intellect.
The Information reported that more than 570 authors contributed to Nvidia’s most recent major model paper and that even more employees are expected to work on Nemotron 4. It also added that Nvidia’s cloud-compute budget for Nemotron development is capped at $7 billion through fiscal 2028.
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