Venture capitalist Jason Calacanis argued that Nvidia Corp (NASDAQ:NVDA) is moving beyond its role as the world’s leading AI chipmaker and is positioning itself to compete more directly with companies like OpenAI and Anthropic through its growing portfolio of open-weight AI models.
Jason Calacanis Says Nvidia Is Expanding Beyond Chips With Nemotron
Last week, during an episode of the All-In Podcast, venture capitalist Calacanis said Nvidia is preparing to “own the whole stack” by pairing its dominant AI hardware business with increasingly capable open-weight large language models.
“Nvidia is taking the gloves off with its open source model. They will own the whole stack,” Calacanis said.
He predicted that Nvidia’s open-weight models could become good enough for many everyday AI use cases, adding, “You will not be able to tell the difference between Jensen Huang’s open source LLM and Claude for 95% of your searches, I guarantee you.”
