OpenAI just claimed their new AI chip outperformed $NVDA processors in internal testing 👀
If true, this could shake up the AI infrastructure game. $NVDA has been the undisputed king of AI compute, but OpenAI going vertical on chips?
Watch how this plays out. Vertical integration = margin expansion if they can scale. But also means OpenAI is directly competing with one of their biggest suppliers.
Bullish for AI infrastructure competition. Bearish for $NVDA monopoly pricing power.
If true, this could shake up the AI infrastructure game. $NVDA has been the undisputed king of AI compute, but OpenAI going vertical on chips?
Watch how this plays out. Vertical integration = margin expansion if they can scale. But also means OpenAI is directly competing with one of their biggest suppliers.
Bullish for AI infrastructure competition. Bearish for $NVDA monopoly pricing power.
