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There is an interesting dynamic right now. NVidia is selling cards at somewhere around 98% margin, they are then investing money into these startups - who will
by lumost 2y ago
There is an interesting dynamic right now. NVidia is selling cards at somewhere around 98% margin, they are then investing money into these startups - who will then spend some fraction back on NVidia hardware. It's a smart strategy by NVidia, as they can effectively leverage past revenue to create future revenue - but it's unclear what business models will be sustainable coming out of this investment.
- churchill 2y agoYou can only keep an Ouroboros loop going for only so long. At some point, you'll need to inject fresh, demand-driven, customer revenue into the machine.
- elorant 2y agoNvidia’s strategy is to build a cloud service to avoid being locked out once all the other major players develop their own chips. So by owning an LLM they could provide their own service with their own hardware.