Comment by MangoCoffee

yes, this is my read as well. Nvidia does not care about how many LLM provider is out there as long as they pay the toll (Nvidia tax). for now, you can't beat the Nvidia CUDA/chip for training but for inference. that's where you can gain ground.

Hugging Face - distribution for model that you can run on your local Nvidia Spark

Neoclouds - Nvidia setup a 500 billion investment fund with Wall Street so Nvidia can sell chip and this news about buying a LLM start up. it seem like another customer for Nvidia.

correct me if i'm wrong but i remember i saw an interview with Jensen where he want more company to have their own model and country to have their own LLM model.

Nvidia doesn't make money from the gold rush. Nvidia made money from selling the shovels.