← Back to context Comment by trvz 2 days ago Nvidia just needs the winner to be an Nvidia customer. OpenAI is replacable. 7 comments trvz Reply moregrist 2 days ago 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. rfrey 2 days ago If OAI folded, there would also be a sudden tsunami of recent Nvidia hardware on the used market. nehal3m 1 day ago Specifically built for training and inference and not much else, and also they age like milk. I don’t see how that helps anyone. 1 reply → dfp33 2 days ago [flagged] 7speter 2 days ago Customers comparable to openai are trending towards designing and/or using their own silicon, though. dfp33 2 days ago [flagged]
moregrist 2 days ago 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. rfrey 2 days ago If OAI folded, there would also be a sudden tsunami of recent Nvidia hardware on the used market. nehal3m 1 day ago Specifically built for training and inference and not much else, and also they age like milk. I don’t see how that helps anyone. 1 reply → dfp33 2 days ago [flagged]
rfrey 2 days ago If OAI folded, there would also be a sudden tsunami of recent Nvidia hardware on the used market. nehal3m 1 day ago Specifically built for training and inference and not much else, and also they age like milk. I don’t see how that helps anyone. 1 reply →
nehal3m 1 day ago Specifically built for training and inference and not much else, and also they age like milk. I don’t see how that helps anyone. 1 reply →
7speter 2 days ago Customers comparable to openai are trending towards designing and/or using their own silicon, though. dfp33 2 days ago [flagged]
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.
Specifically built for training and inference and not much else, and also they age like milk. I don’t see how that helps anyone.
1 reply →
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Customers comparable to openai are trending towards designing and/or using their own silicon, though.
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