Phoebe Lou is a reporter at The Information covering Nvidia and the semiconductor industry. She broke the story about Nvidia testing reduced-memory versions of its Rubin Ultra GPU due to HBM supply constraints.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Nvidia has directed its research teams to build the world's best open-source model (Nemotron 4 Ultra) and tripled its multi-year cloud services bill to ~$30B to train it, aiming to spur western open-source competition and broaden its customer base beyond the handful of mega-labs that currently drive GPU demand.