can someone weigh in on this. what's the actual play here

are they actually suppressing the western open models?

china doesn't give a fuck either way

imo, they see the weakness emerging at the intersection of all the labs, everybody knew there was no moat, so they're gonna control its direction and basically tell the Jev guys what they want them to work on

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mattmaroon 3 hours ago | parent [-]

It’s just an illogical conspiracy theory. Open weights models still have to run on someone’s chips. NVIDIA is model-agnostic.

They are just trying to grow the pie because they have nobody else competing for slices.

My guess is they want as many frontier models using their chips as possible. The only threat to their business is companies making their own chips which Google does and the others are working toward. The last thing they want is only 3 frontier labs who are all not buying NVIDIA.

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MangoCoffee 2 hours ago | parent [-]

yes, this is my read as well. Nvidia does not care about how many LLM provider is out there as long as they pay the toll (Nvidia tax). for now, you can't beat the Nvidia CUDA/chip for training but for inference. that's where you can gain ground.

Hugging Face - distribution for model that you can run on your local Nvidia Spark

Neoclouds - Nvidia setup a 500 billion investment fund with Wall Street so Nvidia can sell chip and this news about buying a LLM start up. it seem like another customer for Nvidia.

correct me if i'm wrong but i remember i saw an interview with Jensen where he want more company to have their own model and country to have their own LLM model.

Nvidia doesn't make money from the gold rush. Nvidia made money from selling the shovels.

	▲	redanddead 31 minutes ago \| parent [-]
		Ah yes sovereign AI But we’re getting ahead of ourselves