
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.









