Which also leaves OpenAI vulnerable to NVidia's aggressive pricing. To my knowledge Anthropic is relatively well positioned across multiple compute vendors/hardware providers.

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bombcar 27 minutes ago | parent | next [-]

Isn’t everyone at the mercy of NVidia deciding that everyone has to use NVidAI and refusing to sell anything to anyone?

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abirch 3 hours ago | parent | prev [-]

It also leaves OpenAI vulnerable to any GPU breakthroughs. You could imagine company X comes up with a XPU that is 100% faster than what's currently there.*

* NVidia GPU, Google TPU, Apple SoC, etc.

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jiveturkey 3 hours ago | parent | next [-]

We are still in the short-half-life phase of GPUs. If a 2x faster GPU is on the horizon, why wouldn't OpenAI already be in line to buy? They aren't buying just 1, they are buying multiple datacenters' worth. So they wouldn't be a low priority, back of the line customer.

A short half-life means you are going to quickly dispose of what you have now, anyway. In fact most current datacenters can't even handle Vera Rubin, so I don't think there's short term risk here.

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karmasimida 3 hours ago | parent | prev [-]

You have missed the point

Nvidia has probably monopolized several upstream supplies to manufacture critical chip components for next 2 years, the HBMs and Optics component from LITE, as well as TSM capacity. Let alone those power components they funded themselves.

Let's say you have a genius design, but you will have it close to impossible to compete with Nvidia in getting it to volumes.

Jensen is a player, he isn't fooling around with all these Asian trips just to wine and dine

	▲	zozbot234 2 hours ago \| parent [-]
		nVidia can only 'monopolize' these components for itself inasmuch as other industry players are not seriously interested in them. This can change rather quickly.