Nvidia Launches Nemotron 3.5 Lightning, Deepens AI Model Push

NVIDIA released Nemotron 3.5 Lightning, a small open MoE model for agentic workloads, with NeMo Switchyard. This deepens platform play beyond chips, potentially strengthening CUDA moat but also competing with customers like OpenAI and Microsoft. New angle: Jensen Huang highlighted CPU opportunity for agentic AI, claiming $200B TAM and $20B CPU revenue target, diversifying beyond GPU dominance.