Also consider: Nvidia is investing $1 billion in Poolside and paying $6 billion to license its technology and hire most of its engineers. They are the elephan

Also consider: Nvidia is investing $1 billion in Poolside and paying $6 billion to license its technology and hire most of its engineers. They are the elephant in the room, with their CDS sky-high. Sounds like they are opinionated on the whole AI thing, trying to drive this with open-source models, countering OpenAI using Jalapeno. Looks zero-sum for the players. All the while Google silently planning to get milk from all layers.