Comment by 01100011
8 hours ago
This ignores the way it often works: Customer comes to NVDA with a problem and NVDA comes up with a solution. This solution now adds value for every customer.
In your example, if OpenAI makes a massive new find they aren't taking it to NVDA.
Nvidia has the advantage of a broad base of customers that gives it a lot of information on what needs work and it tries to quickly respond to those deficiencies.
>In your example, if OpenAI makes a massive new find they aren't taking it to NVDA.
Right, and therefore they are stuck doing it in software, while google can do it in hardware.