Nah Nvidia all for local models - people need GPUs to run them! OpenAI is trying to develop their own chips, so it isn’t in Nvidia’s interest for OpenAI to win. Probably ditto for Anthropic. Nvidia wins in a world where there is no AI provider big enough they can invest enough to bypass Nvidia. This is probably why Nvidia has been releasing their own open models, training sets, etc.
They know that AI is a bubble. If the big AI companies go belly up, Nvidia loses all their revenue.
The big AI companies are working on DIYing their own AI chips. If they manage to, Nvidia loses all their revenue.
That’s why they have been at work with local AI for a while. They publish their own open-weights models (Nemotron) and they build comparatively cheap local AI hardware (DGX Spark, RTX Spark).
That way, when the whole AI bubble pops, they still have quite a bit of a foot in the door with customers.
While true, this same infrastructure is used by corporations that either feel they need the privacy of on premise model, or decided paying by the token is too expensive/unpredictable.
NVidia would love every business to decide they need to have dedicated private gpu heavy infrastructure.
Nah Nvidia all for local models - people need GPUs to run them! OpenAI is trying to develop their own chips, so it isn’t in Nvidia’s interest for OpenAI to win. Probably ditto for Anthropic. Nvidia wins in a world where there is no AI provider big enough they can invest enough to bypass Nvidia. This is probably why Nvidia has been releasing their own open models, training sets, etc.
Nvidia doesn’t consider consumer markets to be worth paying attention to anymore.
For now.
Nvidia has two massive problems.
That’s why they have been at work with local AI for a while. They publish their own open-weights models (Nemotron) and they build comparatively cheap local AI hardware (DGX Spark, RTX Spark).
That way, when the whole AI bubble pops, they still have quite a bit of a foot in the door with customers.
While true, this same infrastructure is used by corporations that either feel they need the privacy of on premise model, or decided paying by the token is too expensive/unpredictable.
NVidia would love every business to decide they need to have dedicated private gpu heavy infrastructure.