🤖 进群聊算力动态
#Nvidia invests $3 billion in Meta
Nvidia is putting $3 billion into Meta.
The partnership centers on Muse, an AI agent.
Chip suppliers are starting to reach into the applications layer.
Investing money to secure use cases creates tighter ties than simply selling chips.
Things like supply priority never make it into a press release.
Meta’s strategy is clear, too.
Its in-house models need computing power and a stable supply chain.
A strategic investment helps lock in long-term orders.
It also helps Meta ride out the transition to its own chips.
This deal doesn’t change the competitive landscape.
It changes the purchasing relationship.
Buyer and seller become partners with shared stakes.
When it comes to negotiating, neither side will want to be the first to fall out.
For the supply chain, this relationship will last longer than any single order.
For crypto, AI capital spending is becoming concentrated among a handful of companies.
For decentralized computing to get a share, it first needs to prove it’s affordable and reliable.
Just talking about trustlessness won’t meet the SLAs of major customers.
Do you think these kinds of ties will squeeze out smaller players? Let’s talk in the comments.
#Nvidia invests $3 billion in Meta
Nvidia is putting $3 billion into Meta.
The partnership centers on Muse, an AI agent.
Chip suppliers are starting to reach into the applications layer.
Investing money to secure use cases creates tighter ties than simply selling chips.
Things like supply priority never make it into a press release.
Meta’s strategy is clear, too.
Its in-house models need computing power and a stable supply chain.
A strategic investment helps lock in long-term orders.
It also helps Meta ride out the transition to its own chips.
This deal doesn’t change the competitive landscape.
It changes the purchasing relationship.
Buyer and seller become partners with shared stakes.
When it comes to negotiating, neither side will want to be the first to fall out.
For the supply chain, this relationship will last longer than any single order.
For crypto, AI capital spending is becoming concentrated among a handful of companies.
For decentralized computing to get a share, it first needs to prove it’s affordable and reliable.
Just talking about trustlessness won’t meet the SLAs of major customers.
Do you think these kinds of ties will squeeze out smaller players? Let’s talk in the comments.
