Comment by dfp33
2 days ago
Nope wrong framing.
Nvidia is investing assets into OAI - it has to. Because OAI needs to become successful for Nvidia's story in the long-term to play out, to justify its current stock price.
2 days ago
Nope wrong framing.
Nvidia is investing assets into OAI - it has to. Because OAI needs to become successful for Nvidia's story in the long-term to play out, to justify its current stock price.
You say calling it circular is wrong framing and the immediately proceeded to describe a circle.
Nvidia just needs the winner to be an Nvidia customer. OpenAI is replacable.
If OpenAI folded, you’d have the one LLM company that consumers know suddenly gone. Which seems like the opposite of an AI success story.
People will start looking at valuations more carefully. Investors will get jittery. Spending on GPUs will drop, as will NVidia’s stock price.
I’m not sure that NVidia views OpenAI as replaceable.
If OAI folded, there would also be a sudden tsunami of recent Nvidia hardware on the used market.
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Customers comparable to openai are trending towards designing and/or using their own silicon, though.
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