alt Hacker NewsLast paragraph is informative:
> Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs.
So which leading AI company is going to build on Nvidia, if not OpenAI?
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Nvidia had the chance to build its own AI software and chose not to. It was a good choice so far, better to sell shovels than go to the mines - but they still could go mining if the other miners start making their own shovels.
If I were Nvidia I would be hedging my bets a little. OpenAI looks like it's on shaky ground, it might not be around in a few years.
OpenAI will keep using Nvidia GPUs but they may have to actually pay for them.
Would Nvidia investing heavily in ClosedAI dissuade others to use Nvidia?
Literally all the other companies that still believe they can be the leading ones one day?
Maybe xAI/Tesla, Meta, Palantir
The moment you threaten NVDA's livelyhood, your company starts to fall apart. History tells.
the chinese will probably figure out a way to sneak the nvidia chips around the sanctions
"Largely" is doing a lot of heavy lifting here. Yes Google and Amazon are making their own GPU chips, but they are also buying as many Nvidia chips as they can get their hands on. As are Microsoft, Meta, xAI, Tesla, Oracle and everyone else.