AI's Power Grab: Nvidia's $6B Model Bet and the Fight for the Full Stack

Nvidia is paying $6 billion to license AI model software from startup Poolside, plus investing another $1 billion and hiring over 100 of its engineers to work on its open-weight Nemotron models. This isn't just another deal — it's the clearest sign yet that the chip giant is buying its way into the model layer, refusing to be relegated to the hardware supplier in the AI value chain.

The Noise

The headline number sounds staggering, but context matters. Anthropic just pulled...