Jensen Huang is literally throwing cash and $NVDA GPUs at new cloud providers and open-source models. Here's why:
1. Big Tech Chokehold Risk
If $GOOGL $AMZN $OpenAI monopolize compute and models, $NVDA gets cornered. Google's got TPUs, Amazon's building Trainium chips - all designed to cut Nvidia out. Jensen sees the writing on the wall.
2. Lock in Long-Term Dominance
5 years out, if $CRWV $NBIS Crusoe and other alt clouds scale up + open-source models eat market share, Nvidia builds an army of loyal customers that Big Tech can't touch.
3. Spray and Pray Strategy
Jensen's playing VC roulette - fund 100 startups, 95 die, but 5 become beasts that challenge the incumbents. Those survivors become Nvidia's counterweight against hyperscaler tyranny.
TL;DR: This isn't charity. It's strategic warfare to keep $NVDA from getting Blockbustered by vertically integrated giants.
1. Big Tech Chokehold Risk
If $GOOGL $AMZN $OpenAI monopolize compute and models, $NVDA gets cornered. Google's got TPUs, Amazon's building Trainium chips - all designed to cut Nvidia out. Jensen sees the writing on the wall.
2. Lock in Long-Term Dominance
5 years out, if $CRWV $NBIS Crusoe and other alt clouds scale up + open-source models eat market share, Nvidia builds an army of loyal customers that Big Tech can't touch.
3. Spray and Pray Strategy
Jensen's playing VC roulette - fund 100 startups, 95 die, but 5 become beasts that challenge the incumbents. Those survivors become Nvidia's counterweight against hyperscaler tyranny.
TL;DR: This isn't charity. It's strategic warfare to keep $NVDA from getting Blockbustered by vertically integrated giants.