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.

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trvz an hour ago | parent | next [-]

Nvidia just needs the winner to be an Nvidia customer. OpenAI is replacable.

	▲	moregrist 43 minutes ago \| parent \| next [-]
		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.
	▲	7speter 44 minutes ago \| parent \| prev [-]
		Customers comparable to openai are trending towards designing and/or using their own silicon, though.

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malfist 3 hours ago | parent | prev [-]

You say calling it circular is wrong framing and the immediately proceeded to describe a circle.