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▲ alexdns 3 hours ago

why would Nvidia try to compete against their biggest customers - openai and anthropic ?

▲cbsks 44 minutes ago | parent | next [-]

Dog fooding their own product. This isn’t new for Nvidia. For a long time they have been selling GPU cards, and also licensing the chips for other manufacturers to make their own cards. Similar for their automotive products, Shield, and DGX Spark.

▲bobthepanda 3 hours ago | parent | prev | next [-]

the power that giveth can also taketh away.

similar to how eventually AWS started making their own chips for data centers, and Apple did that for their hardware, it's not a ridiculous thing to plan for the AI companies to start making their own chips to optimize for their use cases and cut out the middleman for margins.

▲ an hour ago | parent | prev | next [-]
[deleted]
▲rapsin4 3 hours ago | parent | prev [-]

So that nvidia gets bargaining power...? Nvidia needs to diversify its customer base