#NVIDIA

OpenAI, Anthropic and Google skipped NVIDIA's Open Secure AI Alliance a month after joining Akrites. That selectivity, not the absence itself, is the story.

Nvidia took equity in SSI with Vera Rubin access attached. When a chip vendor finances its own buyers, your compute cost curve carries new risk.

On July 1, 2026, Palantir's Alex Karp told CNBC something had gone wrong with AI token pricing. What he actually said, the context, and why the timing mattered.

Compare the RTX 5090, RTX PRO 6000, DGX Spark, M5 Max and Mac Studio for local LLMs by price, VRAM, memory bandwidth and real tokens per second.

DGX Spark, M5 Max and RTX PRO 6000 Blackwell compared for local AI: memory, bandwidth, FP4 compute, real tokens per second and current 2026 pricing.

Amazon is in early talks to sell Trainium chips beyond AWS. Trainium 3 nears Blackwell parity at half the cost, but CUDA's 15-year moat is the real barrier.

NVIDIA shipped Nemotron 3 Ultra, a 550B open MoE reasoning model with weights, data and recipes under a permissive license. It runs fast but trails Kimi K2.6.

NVIDIA releases Nemotron 3 Super 120B with 60.47% SWE-Bench Verified and 2.2x throughput. Open-source coding model for enterprise AI agent deployments.

CES 2026's biggest AI reveals: Physical AI and robotics dominated. NVIDIA Rubin, humanoid robots, and 'affectionate intelligence' for marketers.

Build enterprise AI strategy with $45B+ partnerships as models. Microsoft-NVIDIA-Anthropic alliance. Complete adoption framework.

Inside Cursor AI's $29.3B valuation. NVIDIA, Google backing. $1B ARR, multi-agent architecture. Complete market analysis.