NVIDIA’s $26 Billion Pivot: From Chips to AI Models

Logosofia no Dia a Dia · Mar 27, 2026 · 18m

For years, NVIDIA has been the undisputed king of AI hardware, but a massive shift is underway. This episode dives into the recent GTC announcements, where the company unveiled the Rubin platform, the Vera CPU, and a staggering $26 billion push into open-weight models like the Nemotron series. We explore how vertical integration—combining custom silicon with specialized AI intelligence—is creating what Jensen Huang calls an "AI Factory." From sub-25ms speech latency to the "world foundation models" of the Cosmos series, NVIDIA is no longer content just providing the infrastructure; they are…