> “Nvidia … is becoming less of a mercenary chip provider and more of a platform provider, like Microsoft or Apple, on which other companies can build software.
I can understand from a growth perspective why it’s more profitable for Nvidia if it can become more of a platform service for AI. However, that’s difficult to balance that and partnerships the company already has with AWS and Microsoft. I’d expect to see some acquisitions or competing custom solutions in the future. Fortunately for Nvidia, a lot of AI is still dependent on CUDA. I’m interested to see how this plays out.
I can understand from a growth perspective why it’s more profitable for Nvidia if it can become more of a platform service for AI. However, that’s difficult to balance that and partnerships the company already has with AWS and Microsoft. I’d expect to see some acquisitions or competing custom solutions in the future. Fortunately for Nvidia, a lot of AI is still dependent on CUDA. I’m interested to see how this plays out.