Ben Pouladian(@benitoz):"One of these days people might not categorize us as a chip company anymore." - Jensen Most investors still model Nvidia as a GPU company. Meanwhile he's laying out a software licensing business: a couple thousand dollars per GPU per year, across millions of GPUs a year. I wonder how many investors know what CUDA-X is. Or Dynamo. Or Nemotron. CUDA-X is the library layer whole industries build on. Dynamo is the open source inference stack that runs entire GPU fleets. Nemotron is Nvidia's own family of open models. The chip is the wedge. The stack is the business. We'll dig deeper into this at BEP Research and @NVIDIAGTC Berlin. $NVDA

2026.10.16 15:39

"One of these days people might not categorize us as a chip company anymore." - Jensen Most investors still model Nvidia as a GPU company. Meanwhile he's laying out a software licensing business: a couple thousand dollars per GPU per year, across millions of GPUs a year. I wonder how many investors know what CUDA-X is. Or Dynamo. Or Nemotron. CUDA-X is the library layer whole industries build on. Dynamo is the open source inference stack that runs entire GPU fleets. Nemotron is Nvidia's own family of open models. The chip is the wedge. The stack is the business. We'll dig deeper into this at BEP Research and @NVIDIAGTC Berlin. $NVDA