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> Their best bet is hardware

Why would Nvidia continue to finance OpenAI to meet its procurement commitments if it became a direct competitor?

Where is the money coming from?

I think OpenAI's opportunity is ai first hardware; I mean, the consumer is Google, simply because the distribution and the product are perfect. Enterprise is much better with AI; I do not see any AI-first enterprise companies succeeding in the long run.

But google already has their tpus?

AI consumer hardware

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