>If I had to pick one player who wanted to win the AI race and was willing to be ruthless to do it, I'd pick Nvidia. Computation is the excludable bottleneck, a

>If I had to pick one player who wanted to win the AI race and was willing to be ruthless to do it, I'd pick Nvidia. Computation is the excludable bottleneck, and Nvidia is the essentially the singular company who makes AI computers. I've thought the same thing. NVIDIA getting into AI seriously is a vertical integration play and they often do that -- like NVIDIA trying to buy ARM.