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Comment by rileymat2

3 hours ago

Vertically integrated monopolies naturally have aligned in incentives for themselves, which allows more capture which turns out bad for customers. Whether it is a monopoly is an open question.

This isn't vertical integration. This is a commoditize your complements play and that does benefit customers. Nvidia benefits from supporting the open model ecosystem, if models are a commodity the gpus become what's scarce.

  • Someone with financial / decision making weight their is going to ask why they are commoditizing models that run on "others" GPUs .... Since doing that makes their gpus less of the scarce resource..