NVIDIA scaling competitive open-source physical AI models (Nemotron, Cosmos, Root, Dream Zero) as existential hedge against closed-source model dominance

“Nvidia is also a very big player in open-source model development... It is an almost an existential threat for closed-source models to win because, as you saw with Anthropic starting to train on Google TPUs, if companies decide to optimize for and train on other hardware, Nvidia starts to lose their business... And so that's why they're putting so much effort into developing their own open-source models like Nemotron, like the autonomous vehicle models... that's something that I feel like can't be understated because it's if you're building just physical AI models, you have to think about I'm competing with one of the best AI companies in the world.”