This feels like Nvidia's strategy doesn't really care about the few companies they invested to pushing frontier AI, but about scaling up the amount of GPUs/data

This feels like Nvidia's strategy doesn't really care about the few companies they invested to pushing frontier AI, but about scaling up the amount of GPUs/datacenters needed; open models forcing more GPU purchases would drive that faster than 2 frontier labs ever could. It's likely also attractive to anyone running a GPU rental business like AWS, Azure etc. who can offer more models.