Comment by veunes

The own shovels for own mines strategy has a hidden downside: isolation. NVIDIA sells shovels to everyone - OpenAI, Meta, xAI, Microsoft - and gets feedback from the entire market. They see where the industry is heading faster than Google, which is stewing in its own juices. While Google optimizes TPUs for current Google tasks (Gemini, Search), NVIDIA optimizes GPUs for all possible future tasks. In an era of rapid change, the market's hive mind usually beats closed vertical integration.