Nvidia bulks up open source offerings with an acquisition and new open AI models

Nvidia isn't shipping AI - they're shipping the picks and shovels. The Nemotron models are fine, but the Slurm acquisition is the actual play. HPC orchestration is sticky infrastructure; once you're running your cluster on it, switching is painful.

Nvidia's building the full stack: hardware, models, and now the orchestration layer that glues everything together. That's how you own an industry without ever needing your model to be the best.