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Nvidia is hedging their bets against becoming too dependent on OpenAI, Anthropic, and the hyperscalers as their only customers. If on-prem deployments of open
by DebtDeflation 1mo ago
Nvidia is hedging their bets against becoming too dependent on OpenAI, Anthropic, and the hyperscalers as their only customers. If on-prem deployments of open models starts taking off in corporate America, this acquisition positions them well.
- Insanity 1mo agoNvidia really is best positioned to benefit from the AI wave. They are the main provider for GPUs to the cloud-based LLM companies, and their GPUs are still preferred for local models as well. So either way they win.
- Exoristos 1mo agoUnless even factoring in those advantages, they are still massively overvalued, which seems to be their fear.