This fits, if NVidia fully believed in the LLMs/AGI future, why would they waste their super valuable GPUs by selling them? Why not just make your own LLM with the advantage of being one of the few major compute providers?
Yeah, but I also don't think it's that deep. E.g., by the same line of thinking, TSMC should be doing what Nvidia / Apple / AMD are doing, and ASML what TSMC is doing.
NVidia is good at making the shovels, and sticks to that.
There's some kind of skill needed in an organization to make those llms. Openai and anthropic were able too. The other llm creators, not really. There's no guarantee that Nvidia would be another leader and not end up like meta or xai's attempt
I thought NVidia was the one selling shovels here, not OpenAI.
This fits, if NVidia fully believed in the LLMs/AGI future, why would they waste their super valuable GPUs by selling them? Why not just make your own LLM with the advantage of being one of the few major compute providers?
Yeah, but I also don't think it's that deep. E.g., by the same line of thinking, TSMC should be doing what Nvidia / Apple / AMD are doing, and ASML what TSMC is doing.
NVidia is good at making the shovels, and sticks to that.
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Nvidia already does that, their models just aren't competitive.
Google is doing it successfully to the point where they only let you rent their shovels and never let you buy them.
There's some kind of skill needed in an organization to make those llms. Openai and anthropic were able too. The other llm creators, not really. There's no guarantee that Nvidia would be another leader and not end up like meta or xai's attempt
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Gold is much more fungible than a business. 100 different businesses are much more unique than 100 different gold nuggets.
The counter-argument is that the models might make business ideas just as fungible as anything else.