Nvidia Will Spend $26 Billion to Build Open-Weight AI Models, Filings Show

Nvidia will spend $26 billion over the next five years to build open source artificial intelligence models, according to a 2025 financial filing. Executives confirmed the news, which has not been previously reported, in interviews with WIRED.

The sizable investment could see Nvidia evolve from a chipmaker with an impressive software stack into a bona fide frontier lab capable of competing with OpenAI and DeepSeek. It’s a strategic move that could further entrench Nvidia’s place as the AI world’s leading chip manufacturer, since the models are tuned to the company’s hardware.

Open source models are ones where the weights or the parameters that determine a model’s behavior are released publicly—sometimes with the details of its architecture and training. This allows anyone to download and run it on their own machine or the cloud. In Nvidia’s case, the company also reveals the technical innovations ...