Nvidia is commoditizing their complements by using their GPUs as leverage, and OpenAI responds by leveraging their dominant userbase.
Wow, I had no idea Oracle had as many GPUs as AWS.
Nvidia is playing kingmaker, and that can last so long as demand for their GPUs is insatiable.
thanks for sharing. i enjoyed reading your newsletter. keep up the good work :)
Thanks for the kind words Danar!
Wow, I had no idea Oracle had as many GPUs as AWS.
Nvidia is playing kingmaker, and that can last so long as demand for their GPUs is insatiable.
thanks for sharing. i enjoyed reading your newsletter. keep up the good work :)
Thanks for the kind words Danar!