> Chinese labs releasing models that people can run themselves on Nvidia GPUs creates more potential buyers of Nvidia GPUs
Nvidia would rather sell those big interconnected gpu racks than individual GPUs.
> I don't think it's good for Nvidia if everyone has to go through a few labs APIs to get access to AI inference.
Maybe but isn't a business customer better for Nvidia than regular customers? They buy in bulk and commit to multi year purchases. Bonus points for circular deals
I'm pretty sure they would prefer to have a diversified line of products with customers willing to buy them. Should apple just stop selling everything except their most expensive iPhone, because it's expensive and popular?
Would that not perhaps hurt their product ecosystem? What if people decide they don't want so much of one product, and would actually like to buy some of those cancelled products at some point in the future? I guess they'd have to go to a different company then!
Nvidia would rather sell those big interconnected gpu racks than individual GPUs.
> I don't think it's good for Nvidia if everyone has to go through a few labs APIs to get access to AI inference.
Maybe but isn't a business customer better for Nvidia than regular customers? They buy in bulk and commit to multi year purchases. Bonus points for circular deals