NVIDIA: Nemotron Open Weights Lift AGPU

NVIDIA released Nemotron 3.5 Lightning, an open 30B MoE model with 3B active parameters for high-volume agent tasks. The move commoditizes models through open weights, data and recipes, countering custom silicon from OpenAI, Google and Anthropic. Persistent inference shifts to neutral GPU infrastructure, directly supporting neocloud growth and AGPU token neocloud GPU inference thesis. Analysts tracking AGPU price prediction see fresh demand while the broader AI industry impact favors decentralized compute over hyperscaler lock-in.