Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the W

Venture capitalist Jason Calacanis argued that Nvidia Corp (NASDAQ: NVDA ) is moving beyond its role as the world’s leading AI chipmaker and is positioning itself to compete more directly with companies like OpenAI and Anthropic through its growing portfolio of open-weight AI models. Jason Calacanis Says Nvidia Is Expanding Beyond Chips With Nemotron Last week, during an episode of the All-In Podcast, venture capitalist Calacanis said Nvidia is preparing to “own the whole stack” by pairing its dominant AI hardware business with increasingly capable open-weight large language models. “Nvidia is taking the gloves off with its open source model. They will own the whole stack,” Calacanis said. He predicted that Nvidia’s open-weight models could become good enough for many everyday AI use cases, adding, “You will not be able to tell the difference...