| ▲ | rvz 2 hours ago | |
It's almost as if everyone here was assuming that Nvidia would have no competition for a long time, but it has been known for a long time, there are many competitors coming after their data center revenues. [0] > So which leading AI company is going to build on Nvidia, if not OpenAI? It's xAI. But what matters is that there is more competition for Nvidia and they bought Groq to reduce that. OpenAI is building their own chips as well as Meta. The real question is this: What happens when the competition catches up with Nvidia and takes a significant slice out of their data center revenues? | ||