EPISODE · Jan 28, 2026 · 5 MIN
NVIDIA's Dynamo Framework, CoreWeave Investment, and Blackwell Ultra for Reasoning AI
from AI Convo Cast · host AI Convo Cast
In this episode, we discuss NVIDIA's major announcements including the launch of Dynamo, their new open source inference framework designed to scale reasoning AI across thousands of GPUs. We also cover NVIDIA's two billion dollar investment in CoreWeave, bringing their stake to over eleven percent as both companies race to meet demand for AI infrastructure. The episode explores how NVIDIA's Blackwell Ultra platform supports large scale reasoning workloads through disaggregated serving, which optimizes the prefill and generation phases separately for improved latency and throughput. From NVIDIA's full stack approach to their compatibility with Llama Nemotron Reason models, we break down how NVIDIA is positioning itself for the age of reasoning AI and competing against cloud providers developing custom silicon.https://www.aiconvocast.comHelp support the podcast by using our affiliate links:Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkvDisclaimer:This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by NVIDIA, CoreWeave, or any other entities mentioned unless explicitly stated. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or investment advice. Some links in this description are affiliate links, meaning we may earn a commission if you make a purchase through them at no additional cost to you.
What this episode covers
In this episode, we discuss NVIDIA's major announcements including the launch of Dynamo, their new open source inference framework designed to scale reasoning AI across thousands of GPUs. We also cover NVIDIA's two billion dollar investment in CoreWeave, bringing their stake to over eleven percent as both companies race to meet demand for AI infrastructure. The episode explores how NVIDIA's Blackwell Ultra platform supports large scale reasoning workloads through disaggregated serving, which optimizes the prefill and generation phases separately for improved latency and throughput. From NVIDIA's full stack approach to their compatibility with Llama Nemotron Reason models, we break down how NVIDIA is positioning itself for the age of reasoning AI and competing against cloud providers developing custom silicon.https://www.aiconvocast.comHelp support the podcast by using our affiliate links:Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkvDisclaimer:This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by NVIDIA, CoreWeave, or any other entities mentioned unless explicitly stated. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or investment advice. Some links in this description are affiliate links, meaning we may earn a commission if you make a purchase through them at no additional cost to you.
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NVIDIA's Dynamo Framework, CoreWeave Investment, and Blackwell Ultra for Reasoning AI
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