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Nvidia, Microsoft Lead Call for Open-Weight AI Models After Kimi

Colin Henderson

 Summarize ​ Michael ShepardJuly 24, 2026 at 10:59 AM EDT The Kimi K3 mobile app on a smartphone.Photographer: Lam Yik/Bloomberg A coalition of technology companies led by Nvidia Corp. and Microsoft Corp. called on policymakers to promote the development of open-weight artificial intelligence models, positioning it as key to ensuring the US maintains technological leadership. In a letter Friday, tech firms including Palantir Technologies Inc. and Meta Platforms Inc. argued that an open approach to AI software development was critical to continuing innovation in AI and other key areas of the economy. Open-weight models allow users to download and customize the technology, making it more versatile to developers … Continue reading Nvidia, Microsoft Lead Call for Open-Weight AI Models After Kimi

AI, AI_factories, Business Models

Nvidia backs AI cloud startup Nebius with $2B as data center race intensifies

Colin Henderson

Nvidia is investing $2 billion in Amsterdam-based Nebius, taking an 8.3% stake and deepening its push into the fast-growing “neocloud” layer of the AI stack. Nebius said it plans to deploy more than 5 gigawatts of data center capacity by 2030, a huge build-out that shows demand for AI compute is no longer driven solely by hyperscalers like Microsoft, Google, and Meta. The deal also underscores Nvidia’s increasingly unusual position in the market: it is not just selling chips, but financing parts of the ecosystem that buy and deploy them. Why that matters goes beyond one funding deal. AI infrastructure … Continue reading Nvidia backs AI cloud startup Nebius with $2B as data center race intensifies