Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago.
[1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...
I think there are two things that happened
1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in.
2. Sam Altman is profoundly unlikable.
Yeah. Even if OpenAI models were the best, I still wouldn't used them, given how the Sam Altman persona is despicable (constantly hyping, lying, asking for no regulations, then asking for regulations, leaked emails where founders say they just wanna get rich without any consideration of their initial "open" claims...). I know other companies are not better, but at least they have a business model and something to lose.
> Nvidia has been using its newfound liquid funds to train its own family of models
Nvidia has always had its own family of models, it's nothing new and not something you should read too much into IMHO. They use those as template other people can leverage and they are of course optimized for Nvidia hardware.
Nvidia has been training models in the Megatron family as well as many others since at least 2019 which was used as blueprint by many players. [1]
[1] https://arxiv.org/abs/1909.08053