Comment by malwrar
1 day ago
Is the fact that Nvidia is also massively financing the closed-models companies, which stand to lose when open model project(s) take off, a conflict of interest here? I can’t tell if this is nvidia hedging or planning to embrace & extinguish.
Nvidia is among the best positioned if open models win.
Most of nvidia's revenue comes from data center scale out. They will loose their ass if local models win.
open models don’t imply local models… it just allows more people to run them, most likely with nvidia GPUs
Any model ran takes compute. Everybody, datacenters and local need compute.
And I don't see a future where datacenters lose much to open models. I've ran local server rooms before clouds were a thing. Cooling and power is a very expensive pain in the ass. You're not dropping a rack of local models in most buildings without breaking the local power grid.
2 replies →
AWS and Azure would love to cut out OpenAI and Anthropic and sell inference on open models directly to businesses with no cut to share, just as AWS serves other open source software.
Open models are great for everyone except anthropic and OpenAI.
no, it's not a conflict of interest to invest in multiple companies who compete with each other.
As a normal investor it isn't, but once you get to double digit percentages and start getting real influence it is a different story.