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I would say it is weird, that NVidia competes with own customers but looking back at "Founders Edition" cards maybe it isn't that weird at all. The better quest
by dJLcnYfsE3 10mo ago
I would say it is weird, that NVidia competes with own customers but looking back at "Founders Edition" cards maybe it isn't that weird at all. The better question probably is - with every big corporation having its own LLM, what exactly is OpenAI moat that would explain their valuation?
- notyourwork 10mo agoThey and Tesla know something no one else does.
- beng-nl 10mo agoCan you tell us more? I’m curious to hear what is behind this implication.
- leobg 10mo agoA guess: They both believe the product people focus on will commoditize. Tesla realized early that EVs without autonomy are a dead end for long-term dominance, just as NVIDIA believes models without infrastructure are a dead end for durable AI profits. (Am I close?)
- lukeinator42 10mo agoI wonder if they also want to create more of a market for their products such as the DGX Spark.