Six days earlier NVIDIA open-released Nemotron 3.5 Super VL: 120B parameters, open weights, open datasets, training recipes. Adopters already include Scale AI, Salesforce, CrowdStrike, Perplexity. The strategy is blunt: the model is the free gift, the infrastructure is the transaction. the models are free now. The scarce inputs are chips, watts, and grid connections, and they are being sold on 10% paper. Price per task is the only chart that matters in AI. Watch the power contracts, not the launch videos. One asset nobody can print, one machine that runs on borrowed billions. Two different bets on the same debasement trade. Position accordingly.