AI is goldrush and Nvidia is selling golden shovels.
They try to play it longterm though. Goldrush ends at some point, if they upset "gardeners" gamers, these may be jumping onto AMD or even Intel shovels already. That was already the case during Bitcoin goldrush.
But I wouldn't be also surprised this is a plan agreed at closed door meetings between big corporations. They may want to just kill any independent AI advantage, and force everyone to their cloud walled gardens. Future will tell.
AI is goldrush and Nvidia is selling golden shovels.
They try to play it longterm though. Goldrush ends at some point, if they upset "gardeners" gamers, these may be jumping onto AMD or even Intel shovels already. That was already the case during Bitcoin goldrush.
But I wouldn't be also surprised this is a plan agreed at closed door meetings between big corporations. They may want to just kill any independent AI advantage, and force everyone to their cloud walled gardens. Future will tell.