Nvidia is backing open-source AI, which could increase demand for its hardware. The company is removing costs for open-source models, allowing businesses to invest more in hardware. Nvidia's market share in AI training is 90%, and it's expanding into the inference market.
Nvidia has launched Nemotron 3.5 Lightning, an efficient model for long-running AI workloads, and NeMo Switchyard, an open-source library for routing agent tools to the best-suited model for a task. OpenAI has also made a move, launching Presence, an enterprise product for deploying AI voice and chat agents.
Tech investor Dan Ives believes AI trade momentum will continue, driven by earnings from CoreWeave and Cisco. He compares AI adoption to the third inning of a baseball game, indicating it's still early. Nvidia's quarterly results are expected to show momentum ahead.
Other companies, such as Vertiv Holdings Co, Cloudflare, and Qualcomm, are also seeing growth and opportunities in the AI space. Vertiv reported stronger second-quarter results, while Cloudflare's Secure Access Service Edge (SASE) and Zero Trust offerings are seeing strong demand.
Qualcomm's next-generation Hexagon NPU is expected to trigger a hardware supercycle. The National Institute for Standards and Technology is seeking input on how to overhaul its vulnerability reporting process to better meet the challenges of an evolving cybersecurity landscape increasingly shaped by artificial intelligence and machine-consumable security data.
Some stocks are expected to survive the AI shakeout, including Eli Lilly, which has a strong underlying corporate profits and healthy balance sheet. The AI boom is only in its early stages, and benefits are spreading.
Key Takeaways
• Nvidia supports open-source AI, potentially increasing demand for its hardware. • Nvidia launches Nemotron 3.5 Lightning and NeMo Switchyard for AI tasks. • OpenAI launches Presence, an enterprise AI agent platform. • Dan Ives expects AI trade momentum to continue. • Vertiv reports stronger second-quarter results. • Cloudflare sees strong demand for SASE and Zero Trust offerings. • Qualcomm's Hexagon NPU may trigger a hardware supercycle. • NIST seeks input on vulnerability database overhaul. • Eli Lilly is a growth stock with strong underlying corporate profits. • The AI boom is only in its early stages, with benefits spreading across various companies.Nvidia backs open-source AI, boosting hardware sales
Nvidia supports open-source AI, a move that could increase demand for its hardware. The company is removing costs for open-source models, allowing businesses to invest more in hardware. Nvidia's market share in AI training is 90%, and it's expanding into the inference market. The company's new Aurora analytics platform uses AI and is expected to be available next month.
Nvidia releases Nemotron 3.5 Lightning for AI tasks
Nvidia has launched Nemotron 3.5 Lightning, an efficient model for long-running AI workloads. The model is part of the Nemotron 3 family and offers high accuracy and speed. Nvidia also released NeMo Switchyard, an open-source library for routing agent tools to the best-suited model for a task.
Dan Ives on AI trade momentum
Tech investor Dan Ives says AI trade momentum will continue, driven by earnings from CoreWeave and Cisco. Ives compares AI adoption to the third inning of a baseball game, indicating it's still early. He expects Nvidia's quarterly results to show momentum ahead.
OpenAI launches enterprise AI agent platform
OpenAI has launched Presence, an enterprise product for deploying AI voice and chat agents. The platform allows organizations to define job scopes, knowledge access, and approved actions for each agent. Presence aims to address AI governance, security, and control in business environments.
Top AI courses for professionals
The article lists five AI courses for professionals, including certificate programs and professional certifications. The courses cover topics such as machine learning, GenAI, agentic workflows, and data analysis. They are offered by institutions like Johns Hopkins University, UC Berkeley, and MIT.
Vertiv's AI and HPC focus drives growth
Vertiv Holdings Co reported stronger second-quarter results, with revenue and net income increasing year over year. The company completed a share repurchase program and raised guidance for 2026. Vertiv also partnered with Bitzero Holdings Inc. to support AI and HPC data center build-outs.
Cloudflare's AI security strategy
Cloudflare's Secure Access Service Edge (SASE) and Zero Trust offerings are seeing strong demand as companies look to adopt AI more securely. The company's developer-focused approach gives it an advantage in this market, as companies will have more AI agents working across their organizations and will need a security model designed for these agents.
Qualcomm's NPU play may trigger hardware supercycle
Qualcomm's next-generation Hexagon NPU packs plenty of promise as Snapdragon looks to get serious about on-device AI. The company's NPU architecture seems to check all the right boxes, whether it's power efficiency or offline support.
4 AI stocks to survive the shakeout
The article discusses the AI boom and the potential for growth stocks to surge. It highlights the story of a 24-year-old AI hedge fund manager and the lessons learned from his experience. The article also introduces four AI stocks that could potentially survive the shakeout.
NIST seeks input on vulnerability database overhaul
The National Institute for Standards and Technology is seeking input on how to overhaul its vulnerability reporting process to better meet the challenges of an evolving cybersecurity landscape increasingly shaped by artificial intelligence and machine-consumable security data.
Growth stock manager likes AI and Eli Lilly
Despite cash burn at hyperscalers, the AI boom is only in its early stages, and benefits are spreading. The growth stock manager likes Eli Lilly, citing its strong underlying corporate profits and healthy balance sheet.
Sources
- Nvidia Underscores Support for Open-Source AI, a Boon for Hardware Spending
- NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard Deliver Faster, Smarter, More Efficient Agentic AI
- Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’
- OpenAI Presence Launches Enterprise AI Agent Platform
- 5 best AI courses to build AI-ready skills for modern teams
- Stronger Results, AI Deals, and Buybacks Could Be A Game Changer For Vertiv Holdings Co (VRT)
- Can Cloudflare's AI Security Strategy Help it Challenge PANW & ZS?
- Forget the Cloud: Qualcomm’s NPU Play May Trigger a Hardware Supercycle
- 4 AI Stocks We Think Can Survive the Shakeout
- NIST wants to overhaul its vulnerability database for the AI age
- Why This Growth Stock Manager Likes Both the AI Trade and Eli Lilly
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