Dog fooding their own product. This isn’t new for Nvidia. For a long time they have been selling GPU cards, and also licensing the chips for other manufacturers to make their own cards. Similar for their automotive products, Shield, and DGX Spark.
similar to how eventually AWS started making their own chips for data centers, and Apple did that for their hardware, it's not a ridiculous thing to plan for the AI companies to start making their own chips to optimize for their use cases and cut out the middleman for margins.
Dog fooding their own product. This isn’t new for Nvidia. For a long time they have been selling GPU cards, and also licensing the chips for other manufacturers to make their own cards. Similar for their automotive products, Shield, and DGX Spark.
the power that giveth can also taketh away.
similar to how eventually AWS started making their own chips for data centers, and Apple did that for their hardware, it's not a ridiculous thing to plan for the AI companies to start making their own chips to optimize for their use cases and cut out the middleman for margins.
So that nvidia gets bargaining power...? Nvidia needs to diversify its customer base