Jensen Huang publicly named who's winning the AI race. Not OpenAI. Not Anthropic. Not Google. Elon Musk. His reasoning wasn't personality. It was infrastructure math: - Tesla's AI factory is stacked with NVIDIA hardware - Tesla's road fleet is the largest world-data collection system on Earth - Musk owns the 3 verticals Jensen calls "the most important areas of AI": - xAI — foundation cognitive intelligence - Tesla — autonomous vehicles - Optimus — humanoid robotics "Collecting world data is very expensive. Elon has a great advantage." Read the sentence again. The CEO of the company that sells chips to every AI lab on Earth just picked one customer as the structural winner. Everyone else is renting compute and buying data. Musk built both from scratch. The next 5 years reward whoever owns the pipeline, not whoever ships the best benchmark.

Today, we're introducing Mach-1 Additive, a 35 billion parameter model that can inference without ever multiplying by a weight. At 1.7 bits per weight, Mach-1 recovers 95% of the performance of the original full precision model, Qwen 3.6 35b, across 12 agentic and reasoning benchmarks, while being 10x smaller. At 7GB, Mach-1 comfortably fits on consumer laptops with speeds of up to 120 tokens per second, making local inference not just feasible but useful. Unlike algorithms like BitNet, our approach requires minimal retraining, under 15 GPU hours, making it scalable to massive LLMs. Over the coming weeks, we will be announcing and serving models of up to 3 trillion parameters compressed using our algorithm. For now, you can visit our website to play with Mach-1 directly in your browser, or download our desktop app. We couldn't be more excited to launch Mach-1. We're looking forward to an energy efficient future for AI, powered by scaled intelligence density.

BREAKING: SpaceX is partnering with @Nvidia to design the Starmind Al1 satellite compute payload. Each Starmind AI1 satellite will feature: • NVIDIA Rubin GPUs • NVIDIA Vera CPUs • Up to 150 kW of compute • Solar power in space • Laser links to Starlink AI data centers are moving beyond Earth.

AI is shifting from model training to always-on token production, and that shift demands a new business model. NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories through revenue-sharing and credit-support. This opens up compute access to the fast‑growing AI ecosystem of startups, model builders, enterprises, research organizations and regional AI players.