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.
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.