Episode
📅 ThursdAI - Jun 4 - NVIDIA drops Nemotron 3 Ultra (550B open), Microsoft becomes a frontier lab, Ideogram 4 goes open, Agent Arena & more
- Published
- Jun 5, 2026
- Duration seconds
- 6229
- Processing state
not_requested- Canonical source
- https://sub.thursdai.news/p/thursdai-jun-4-nvidia-drops-nemotron
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Summary
Hey folks, Alex here, let me catch you up! I’ve had a feeling that this week is going to be crazy, as it started on the weekend MiniMax M3 , then with Jensen announcing new RTX Spark, NVIDIA’s first PC chip packing 1 petaflop of local AI power into thin laptops. A few days later at Microsoft BUILD, Satya & Mustafa from MAI dropped 7 AI models, completely pre-trained from scratch, including a new MAI-thinking-1 , MAI-code and MAI-image 2.5 that started topping the image gen charts. Then other image models started racing to the top of the Arena benchmarks, IdeoGram 4 hitting becoming SOTA open weights image-gen model, and Reve 2 beating Nano Banana just a few hours after that. And then today, NVIDIA dropped Nemotron 3 Ultra , their latest 550B open weights model, data and training and Arena published a new agentic eval leaderboard and we got a new Gemma 4 12B. I’ve had the great pleasure to host Chris (@llm_wizard) from Nvidia, Peter Gostev from Arena and Karan from Nous Research (who were featured prominently by Jensen!) all on the show. Def don’t miss this one! Let’s get into the details. ThursdAI - Join the flock of folks who know what is happening in AI before everyone else. Open Source LLMs 🔥 NVIDIA Nemotron 3 Ultra: The 550B Open Source Beast Built for Agents ( X , Arxiv , Announcement ) This was the big one. Breaking news mid-show: NVIDIA drops Nemotron 3 Ultra , a 550 billion parameter sparse MoE model with 55 billion active parameters, built on a hybrid Mamba-Transformer architecture. Chris Alexiuk, AKA Joe Nemotron, joined us live from NVIDIA HQ in Santa Clara to walk us through it. The headline number is 5.9x higher inference throughput compared to GLM-5.1 on decode-heavy workloads. Chris told us that this is a result of multiple things, their Hybrid Mamba-Tra…