Market2026-08-23

Nvidia struck a $6 billion licensing agreement with the AI startup Poolside, which people familiar with the deal say is intended to produce one of the most capable open-weight models, meaning one whose parameters can be downloaded and run by anyone. The stated aim is to compete with Chinese models such as DeepSeek and Kimi as well as with OpenAI and Anthropic. No model or timeline has been announced.

What changed

The most capable freely downloadable models have come mainly from Chinese labs such as DeepSeek.

What it unlocks

Nothing yet; no model has been released.

  • $6 billion licensing deal

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