On August 4, Nvidia Corporation (NASDAQ:NVDA) opened up commercial use of Alpamayo 2 Super, a reasoning model built for robotaxis and self-driving cars. The move signals where the company wants its next growth chapter to come from, even as investors argue over what its core chip business is worth today.
Alpamayo 2 Super is the newest entry in what Nvidia calls the most downloaded family of open reasoning models for autonomous driving on Hugging Face, with the lineup topping 500,000 downloads. It ships under OpenMDW 1.1, the Linux Foundation's open license, which lets automakers and suppliers fine-tune and sell products built on it without asking Nvidia for extra permission. That turns a research release into a business: developers can build proprietary self-driving stacks on Nvidia's foundation without paying frontier-model prices for every task. On the LingoQA driving benchmark, Nvidia says the model beat Gemini 2.5 Pro by 15.1 points and GPT-4o by 23.2 points, and it can output a full driving trajectory alongside a plain-language explanation of its reasoning, a feature built for safety reviewers as much as for a leaderboard.
That expansion sits on top of a business already growing faster than its size would suggest. Trailing 12-month revenue climbed 71% to $253 billion, and the pace has been accelerating rather than cooling, moving from 56% growth a year ago to 85% in the most recent quarter. Data center revenue, the business autonomous-vehicle compute rides on, rose 92% year over year to $75.2 billion, and Nvidia raised its quarterly dividend from a penny to $0.25 a share while authorizing an $80 billion buyback. Demand from its biggest customers backs that up: Alphabet (NASDAQ:GOOGL) raised its 2026 capital spending guidance toward $195 billion to $205 billion, Amazon (NASDAQ:AMZN) lifted its own estimate toward $220 billion, and ******* eX (NASDAQ:SPCX) CEO Elon Musk said his company is "exclusive to Nvidia" for its next computing architecture.
The market's response to all that growth has cooled. Nvidia's stock has fallen or barely moved after each of its last several earnings reports, even on beats, and it reports fiscal second-quarter results again on August 26. Some of the caution is arithmetic. Nvidia's market capitalization has reached roughly $5 trillion, about a sixth of annual US economic output, a size that makes the kind of percentage gains that built early fortunes in the stock difficult to repeat.
#NVIDIA #model #Growth
Alpamayo 2 Super is the newest entry in what Nvidia calls the most downloaded family of open reasoning models for autonomous driving on Hugging Face, with the lineup topping 500,000 downloads. It ships under OpenMDW 1.1, the Linux Foundation's open license, which lets automakers and suppliers fine-tune and sell products built on it without asking Nvidia for extra permission. That turns a research release into a business: developers can build proprietary self-driving stacks on Nvidia's foundation without paying frontier-model prices for every task. On the LingoQA driving benchmark, Nvidia says the model beat Gemini 2.5 Pro by 15.1 points and GPT-4o by 23.2 points, and it can output a full driving trajectory alongside a plain-language explanation of its reasoning, a feature built for safety reviewers as much as for a leaderboard.
That expansion sits on top of a business already growing faster than its size would suggest. Trailing 12-month revenue climbed 71% to $253 billion, and the pace has been accelerating rather than cooling, moving from 56% growth a year ago to 85% in the most recent quarter. Data center revenue, the business autonomous-vehicle compute rides on, rose 92% year over year to $75.2 billion, and Nvidia raised its quarterly dividend from a penny to $0.25 a share while authorizing an $80 billion buyback. Demand from its biggest customers backs that up: Alphabet (NASDAQ:GOOGL) raised its 2026 capital spending guidance toward $195 billion to $205 billion, Amazon (NASDAQ:AMZN) lifted its own estimate toward $220 billion, and ******* eX (NASDAQ:SPCX) CEO Elon Musk said his company is "exclusive to Nvidia" for its next computing architecture.
The market's response to all that growth has cooled. Nvidia's stock has fallen or barely moved after each of its last several earnings reports, even on beats, and it reports fiscal second-quarter results again on August 26. Some of the caution is arithmetic. Nvidia's market capitalization has reached roughly $5 trillion, about a sixth of annual US economic output, a size that makes the kind of percentage gains that built early fortunes in the stock difficult to repeat.
#NVIDIA #model #Growth
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