Give Away Models, Sell Infrastructure: NVIDIAs Razor Strategy

Give Away Models Strategy

NVIDIA released ~100 models in 2025 — more than Google, Alibaba, IBM, or any other organization.

The Model Portfolio

  • Nemotron — Agentic AI
  • Cosmos — Physical AI
  • Alpamayo — Autonomous Vehicles
  • GROOT — Humanoid Robotics
  • Clara — Biomedical AI
  • Earth-2 — Weather/Climate

The Business Model

Every open model download increases demand for training and inference compute. Marginal cost of distribution = zero. Marginal revenue from infrastructure = substantial.


Read the full analysis on The Business Engineer.

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