alt Hacker NewsNVIDIA sells the tools. The more the better it is for them.
Microsoft and Meta are also-rans at this point. Their best hope of catching up is probably leveraging their infra and open models.
Replies
lampdoorpost • yesterday at 10:06 PM
Agreed for NVIDA's strategy. Saw from a previous thread but Joel's commoditize your complement essay makes a lot of sense for NVIDIA. https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/
"leveraging their infra" is a pretty solid play, considering the scope of investments these two companies have made thus far.