Comment by vmg12
2 hours ago
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..