For years, Nvidia has been the silent power behind the world’s most famous AI models. But now the company is quietly stepping back from deeper financial ties with the creators of ChatGPT and Claude — a move that could reshape the balance of power in the AI industry.
India is no longer just consuming AI infrastructure — it’s starting to host it. A new $2 billion AI compute hub powered by Nvidia’s latest Blackwell chips signals a strategic shift that could reshape enterprise AI costs, latency, and global compute geopolitics.
Nvidia’s Rubin platform is not a routine GPU upgrade. It marks the next phase of the AI infrastructure race — one where compute power, energy, and capital will decide who survives the AI boom.
When NVIDIA introduced Nemotron-3, it didn’t arrive with the consumer buzz of a chatbot or the spectacle of a viral demo. And that’s precisely why its real story began after launch. Two months on, Nemotron-3 isn’t chasing headlines — it’s quietly becoming infrastructure.
Microsoft now designs its own silicon. But if anyone thought that meant the end of AMD and NVIDIA inside Microsoft’s world, the reality is the opposite. In fact, Microsoft may need external chipmakers more than ever.
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Sunil Menaria
Shweta Nagda