Nvidia is ramping up its direct investments in base AI models, moving deeper beyond its core hardware and software layer into foundational LLM development

Nvidia's push into foundational AI models represents a calculated evolution from a component supplier to the architect of the entire AI economy. The company is not merely selling chips; it is creating the models that run on them, the software that optimizes them, and the financial instruments that fund their deployment as "AI factories." This vertical integration is designed to cement its position at the center of the AI revolution, ensuring that Nvidia benefits whether the winning AI models are built by its own engineers or by those of its partners and competitors