Nvidia said on Monday it acquired AI software firm SchedMD, as the chip designer doubles down on open-source technology and steps up investments in the artificial intelligence ecosystem to fend off rising competition.

Elon Musk warns of an AI hardware “all-out war” as Nvidia’s Blackwell rollout accelerates, pushing rivals to race on speed, cost, and scale.

Nvidia is leaning on the hybrid Mamba-Transformer mixture-of-experts architecture its been tapping for models for its new Nemotron 3 models.

Nemotron-3 Nano (available now): A highly efficient and accurate model. Though it’s a 30 billion-parameter model, only 3 billion parameters are active at any time, allowing it to fit onto smaller form-factor GPUs, such as the L40S.

The new SSDs jointly developed by SK hynix and Nvidia are aimed at high-performance AI workloads enabled by Nvidia’s new Rubin CPX GPUs.

And that's why Nvidia, even after its explosive growth in recent years, still might be the most compelling AI stock for the next decade. Before you buy stock in Nvidia, consider this:

Fortinet VM, powered by the FortiOS operating system, offers next-generation firewall capabilities that secure hybrid, multicloud and now AI factories. It has security policies and centralized visibility and management that help reduce complexity for security teams.

Nvidia stock has been hit by worries over an artificial-intelligence bubble but UBS analysts think the concerns are overblown.

For Nvidia investors, the key point is not Rivian's timing or feature list. Instead, it's the fact that it can meet its needs with a custom chip, rather than relying on a computing solution from Nvidia.