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Nope wrong framing. Nvidia is investing assets into OAI - it has to. Because OAI needs to become successful for Nvidia's story in the long-term to play out, to

by dfp33 7mo ago

Nope wrong framing. Nvidia is investing assets into OAI - it has to. Because OAI needs to become successful for Nvidia's story in the long-term to play out, to justify its current stock price.

malfist 7mo ago
You say calling it circular is wrong framing and the immediately proceeded to describe a circle.
trvz 7mo ago
Nvidia just needs the winner to be an Nvidia customer. OpenAI is replacable.
- moregrist 7mo ago
  If OpenAI folded, you’d have the one LLM company that consumers know suddenly gone. Which seems like the opposite of an AI success story. People will start looking at valuations more carefully. Investors will get jittery. Spending on GPUs will drop, as will NVidia’s stock price. I’m not sure that NVidia views OpenAI as replaceable.
  - dfp33 7mo ago
    [flagged]
  - rfrey 7mo ago
    If OAI folded, there would also be a sudden tsunami of recent Nvidia hardware on the used market.
    - nehal3m 7mo ago
      Specifically built for training and inference and not much else, and also they age like milk. I don’t see how that helps anyone.
      - rwyinuse 7mo ago
        It would be a fun day for hobbyists who want to run big open source models locally, if nothing else.
- 7speter 7mo ago
  Customers comparable to openai are trending towards designing and/or using their own silicon, though.
  - dfp33 7mo ago
    [flagged]