Huang is supporting open source and new cloud providers so heavily, even risking bypassing export controls to ship GPUs, because he knows Nvidia's monopoly is about to end, right?
AI has already broken down the moat that CUDA used to be.
Even more alarming, AI has already demonstrated some chip-design capabilities. In a few years, chip design will most likely be led by AI.
Traditional giants like Google, Alibaba, and Microsoft go without saying; OpenAI and Anthropic are also developing their own chips.
These companies can build their own ecosystems through vertical integration, something Nvidia simply can't do.
Fable 5.2 already has quite impressive design capabilities.
After a few more iterations, it will surely far surpass the best chip designers.
Nvidia's first-mover advantage will quickly be erased, or even surpassed, by OpenAI and Anthropic.
Just read Anthropic's IPO prospectus and you'll see: they've made it clear that they intend to move away from Nvidia.
OpenAI is the same.
Huang's attempt to support some new cloud providers and open source to build up Nvidia's moat has already failed.
I think Nvidia is probably headed for decline.
AI has already broken down the moat that CUDA used to be.
Even more alarming, AI has already demonstrated some chip-design capabilities. In a few years, chip design will most likely be led by AI.
Traditional giants like Google, Alibaba, and Microsoft go without saying; OpenAI and Anthropic are also developing their own chips.
These companies can build their own ecosystems through vertical integration, something Nvidia simply can't do.
Fable 5.2 already has quite impressive design capabilities.
After a few more iterations, it will surely far surpass the best chip designers.
Nvidia's first-mover advantage will quickly be erased, or even surpassed, by OpenAI and Anthropic.
Just read Anthropic's IPO prospectus and you'll see: they've made it clear that they intend to move away from Nvidia.
OpenAI is the same.
Huang's attempt to support some new cloud providers and open source to build up Nvidia's moat has already failed.
I think Nvidia is probably headed for decline.