Cloud giants collectively want to develop their own AI chips and try to move past Nvidia—did you think Huang was panicking? Actually, he’s repairing toll booths 🚧
Put simply, an AI cluster isn’t just about having GPUs. Someone still has to supply the interconnects, supporting components, edge-related links—everything. Nvidia’s move here is the supply-chain position that becomes unavoidable after major companies start designing chips in-house: you may not buy my cards, but the entire AI infrastructure chain still has to leave me a gateway.
Think about it—this isn’t defense; it’s collecting tolls in advance.
Is $3.5 billion expensive? By the time the big players react, the spot will already be taken. Do you think Huang’s move is solid or risky? Let’s chat in the comments 👇
#Nvidia #BTC #ETH #encrypted currency
Put simply, an AI cluster isn’t just about having GPUs. Someone still has to supply the interconnects, supporting components, edge-related links—everything. Nvidia’s move here is the supply-chain position that becomes unavoidable after major companies start designing chips in-house: you may not buy my cards, but the entire AI infrastructure chain still has to leave me a gateway.
Think about it—this isn’t defense; it’s collecting tolls in advance.
Is $3.5 billion expensive? By the time the big players react, the spot will already be taken. Do you think Huang’s move is solid or risky? Let’s chat in the comments 👇
#Nvidia #BTC #ETH #encrypted currency