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Nvidia is hedging their bets against becoming too dependent on OpenAI, Anthropic, and the hyperscalers as their only customers. If on-prem deployments of open models starts taking off in corporate America, this acquisition positions them well.

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Nvidia really is best positioned to benefit from the AI wave. They are the main provider for GPUs to the cloud-based LLM companies, and their GPUs are still preferred for local models as well.

So either way they win.

Unless even factoring in those advantages, they are still massively overvalued, which seems to be their fear.

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