Hacker News Reader

I would say it is weird, that NVidia competes with own customers but looking back at "Founders Edition" cards maybe it isn't that weird at all. The better question probably is - with every big corporation having its own LLM, what exactly is OpenAI moat that would explain their valuation?

View on HN

I wonder if they also want to create more of a market for their products such as the DGX Spark.

They and Tesla know something no one else does.

Can you tell us more? I’m curious to hear what is behind this implication.

A guess:

They both believe the product people focus on will commoditize. Tesla realized early that EVs without autonomy are a dead end for long-term dominance, just as NVIDIA believes models without infrastructure are a dead end for durable AI profits.

(Am I close?)

Reply on news.ycombinator.com