Nvidia’s $20B Open-Source Bet Targets China’s Lead [2026]
Nvidia spent the past 48 hours doing something it rarely does: giving away the playbook. On October 8, 2026, longtime AI analyst Michael Parekh used his daily newsletter AI: Reset to Zero to lay out what he calls Nvidia’s open-source “AI Factory” push, detailing how the chipmaker is funding rivals, buying distribution, and publishing its…