Marketplace Tech · Friday, August 28, 2026
Nvidia is expanding its involvement in the AI ecosystem beyond just chip manufacturing, by investing in AI model maker Poolside. This move into potentially licensing or selling technology from foundation models suggests a broader strategy that could fuel growth but also increase dependency among AI companies on Nvidia. This is a departure from their traditional hardware focus.
“One investment that I heard that this month was that Nvidia committed money to investing in pool side, which is an AI model maker.”
“I've never really thought of them as getting into the game of potentially selling or even like licensing technology from the AI foundation models.”
“And so now that that's happening, we're seeing Nvidia sort of expand its tentacles into all these different parts of AI, and that could be a good thing in terms of its definitely juicing their growth, but it could also be a bad thing in terms of the dependency that all these different companies and AI have with one another.”