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Comment by 01100011

1 hour 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.