NVIDIA's GTC 2025 Announcement for Physical AI Developers: New Open Models and Datasets
NVIDIA announced new open models and datasets for physical AI development at GTC 2025, covered via the Hugging Face blog. The release targets robotics and embodied AI developers with open-weights resources. This represents NVIDIA's continued push into the physical AI ecosystem alongside its hardware dominance.
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Welcome NVIDIA Cosmos 3: The First Open Omni-model for Physical AI Reasoning and Action
NVIDIA has released Cosmos 3, described as the first open omni-model targeting physical AI reasoning and action. The model is hosted and announced via Hugging Face, positioning it as an open-weights offering for robotics and embodied AI applications. The announcement highlights multimodal capabilities oriented toward physical world understanding and agent-level action.
NVIDIA Cosmos Reason 2 Brings Advanced Reasoning To Physical AI
NVIDIA has released Cosmos Reason 2, a model designed to bring advanced reasoning capabilities to physical AI applications. The announcement appears on the Hugging Face blog, indicating the model is likely available or accessible through the platform. This represents a continuation of NVIDIA's Cosmos model family targeting robotics and physical world understanding.
Introducing HUGS - Scale your AI with Open Models
Hugging Face announced HUGS (Hugging Face Generative Services), a new product aimed at helping enterprises scale AI deployments using open models. The service appears to target production inference infrastructure for open-weight models, positioning Hugging Face as a managed deployment layer. This is a product launch in the enterprise AI infrastructure space, competing with managed inference offerings from other providers.
OpenAI Releases Most Capable Open-Weights Models
OpenAI has released what it describes as its most capable open-weights models, framing the move as a major step toward broader AI accessibility. The announcement emphasizes openness, flexibility, and global reach as core motivations. This marks a significant shift in OpenAI's historically closed model distribution strategy.
OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of AI Datacenters
OpenAI and NVIDIA have announced a strategic partnership targeting deployment of 10 gigawatts of AI datacenter capacity powered by NVIDIA systems. The first phase of the buildout is scheduled to launch in 2026. This represents a major infrastructure commitment between two of the most prominent organizations in AI compute and model development.
Data Points: OpenAI and Microsoft sever their exclusive relationship
This edition of The Batch covers several major AI industry developments: OpenAI has revised its partnership with Microsoft, ending exclusivity while retaining Microsoft as primary cloud partner through 2032 and gaining freedom to deploy on AWS and Google Cloud. DeepSeek released V4 model weights featuring 1M-token context and Huawei Ascend chip optimization, though it trails leading open and closed models on aggregate benchmarks. Google and Amazon are deepening investments in Anthropic with up to $40B and $25B respectively in funding-for-compute deals, and an agentic AI system autonomously designed a functional RISC-V CPU from a 219-word spec in 12 hours.
Hugging Face and NVIDIA Launch Training Cluster as a Service
Hugging Face and NVIDIA are announcing a joint 'Training Cluster as a Service' offering, providing managed GPU cluster access for AI model training. The collaboration aims to lower the barrier for organizations to access large-scale training infrastructure without managing hardware directly. This represents a strategic partnership between a major AI platform and a leading GPU manufacturer to address enterprise training infrastructure needs.
Hugging Face and Google Partner for Open AI Collaboration
Hugging Face and Google have announced a partnership focused on open AI collaboration, expanding access to Hugging Face models and tools on Google Cloud Platform. The deal deepens integration between Hugging Face's model hub and Google's cloud infrastructure, enabling easier deployment of open-source models via GCP services. This follows a pattern of major cloud providers forming strategic alliances with leading open-source AI platforms.