Nemotron

Agent Inference at the "Speed of Light" — How NVIDIA moves like a $4.3 Trillion Startup

Mar 8, 2026 · 1:26:00

NVIDIA's Nader Khalil and Kyle Kranen join Swyx and Vibhu to explain how the company moves like a $4.3 trillion startup through speed-of-light (SOL) first-principles thinking, agent security boundaries, and the Dynamo inference engine. They argue agents should only do two of three things (files, internet, code) to prevent vulnerabilities, and detail Brev's acquisition to improve developer UX with one-click GPU access and DGX Spark integration. Kyle describes Dynamo as a data center scale inference engine that optimizes serving by scaling out, using prefill/decode disaggregation, Kubernetes-based scheduling, and model-hardware co-design to improve cost, latency, and quality. The episode covers SOL's role in creating urgency, long-context limits and potential 'unhobblers' like multi-head latent attention, and the shift toward CLI-first agent workflows for enterprise tools.

⚡️ Reverse Engineering OpenAI's Training Data — Pratyush Maini, Datology

Feb 10, 2026 · 27:02

Pratyush Maini from Datology reveals how the seahorse emoji question exposes that frontier models like GPT-4.1, GPT-5, and OLMo 3.1 now exhibit self-correction loops—a sign that reasoning traces are baked into mid-training data, not just post-training. By tracking response length surges four months after o1's release and corroborating with OLMo's data, Maini argues that foundation models must contain core capabilities like self-reflection, reinforcing the 'Fine Tuner's Fallacy': you cannot simply fine-tune for a capability; it must be in pre-training. He also highlights Datology's BeyondWeb project, which uses a source-rephrasing paradigm to transform internet data at trillion-token scale, achieving Nemotron-level performance in 2.7x less compute—making specialized pre-training accessible for enterprises. The episode concludes that 2026-2027 will see a shift toward domain-specific pre-training, as the cost amortizes when a smaller pre-trained model outperforms a larger fine-tuned one.

Better Data is All You Need — Ari Morcos, Datology

Aug 29, 2025 · 1:18:43

Ari Morcos, CEO of Datology, argues that data curation is the most impactful and underinvested area in AI, claiming models are defined by what they eat. He details his shift from focusing on inductive biases to realizing data quality is paramount, citing the DCLM study where human experts could not predict automated filtering decisions. Datology's methods combine filtering, rebalancing, curriculum, and rephrasing synthetic data to achieve baseline performance 12x faster, improve accuracy by 4–5 absolute points, and train models with fewer than half the parameters. Morcos explains how curating data bends naive scaling laws by maintaining marginal information gain, and shares results from the Arc 4.5B model, which was trained on 7 trillion tokens (down from 25 trillion) using Datology's curation. He highlights that data is a compute multiplier, making it possible for enterprises to train smaller, cheaper models for specific domains.

[Paper Club] Upcycling Large Language Models into Mixture of Experts

Oct 29, 2024 · 39:02

NVIDIA's Ethan He presents Megatron-Core MoE and the upcycling of dense LLMs into Mixture-of-Experts models, showing that upcycling a 15B-param dense model into a 64-expert MoE and training on 1T tokens yields 5% lower validation loss and 4% higher MMLU than continued dense training on the same compute. Key techniques include swapping the router order (softmax-then-top-K instead of top-K-then-softmax) with a 4× output scaling to preserve initial forward pass behavior, and initializing fine-grained MoE routers by duplicating half the weights so each shard group selects identically. A high learning rate matching the original pre-training peak is critical; constant low LR causes catastrophic forgetting. The upcycled model matches the compute of a 1.7× larger dense model per scaling laws, but data quality remains paramount—continued dense training still delivered a 20% MMLU jump. Megatron-Core's fused permutation, GroupedGEMM, and expert parallelism are available as a standalone library.