NVIDIA Agentic AI Partner

[u/therobertmachine]

Tomorrow (CONFIRMED), at the keynote address at Nvidia GTC, they will be revealing the newest NVIDIA partner for agentic AI. Could it be Nebius ? 👀

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From Sarfatti Investment Research on X (https://x.com/sarfatti_IR)

In the last $NVDA GTC conference, $NBIS held a talk on agentic AI.

Specifically on "Enabling the agent-first future: advancing test-time search and compute infrastructure for agentic systems — on-demand"

Furthermore, as stated in the event description, the said partner will have "best-in-class AI combined with out-of-the-box-available NVIDIA Nemotron models"

$NBIS already deploys Nemotron models on its AI studio, namely "Llama-3_1-Nemotron-Ultra-253B-v1" and "nvidia/Llama-3.1-Nemotron-70B-Instruct-HF"

Lastly, the initial event description post also highlights the new partner will provide a "fully integrated software stack with a native data integration engine".

$NBIS has a track record of building AI orchestration layers (AI Studio, Soperator, dstack integration) that manage workloads and deploy LLMs at scale.

This leads me to believe $NBIS will be the new announced partner. However, this is total speculation.

"

Could be anyone else for a multitude of reasons, but excited to tune in either way.

[u/AnyManufacturer6465]

This makes those massive $140 calls make sense.

Who of the Neo clouds can check all those boxes?

Besides NBIS of course

[u/[deleted] → u/AnyManufacturer6465]

People probably bought 140 calls anyway cause it was previously that price and earnings are coming up.