[alephnerd]

> I wonder what's stopping Nvida from releasing an AI phone

B2C is a hellish headache that has marginal returns if you are not B2C first, and the amount of investment needed to be B2C competent just isn't worth it when there are alternative options to invest in

> A LLM competitor service (Hey, how about you guys make your own chips

Already exists. AI Foundary

> They are already releasing an AI PC

It's just an OEM rehash

> Their own self driving cars

Not worth the headache and also losing customers like Google or Amazon due to competitive pressure

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Cannot reply: releasing their own "Nvidia Car" means they will lose their existing automotive partners becuase they will not spend on a competitor. Same reason Walmart stipulates EVERY tech vendor must decouple from AWS when selling to them.

[MikeTheGreat]

> Walmart stipulates EVERY tech vendor must decouple from AWS when selling to them.

I'm curious to know more about this if you (or anyone else) can elaborate on it.

What constitutes a tech vendor? Are you talking about Walmart buying PCs from Dell, from buying/renting a SaaS from someone, from IT-consulting coming in to do a one-time service for them (even if that service takes years)?

You're not talking about stuff like "Apple wants to sell iPhones to Walmart customers", I assume - yes?

[VirusNewbie]

They have a whole huge self driving car division, they just partner with existing car companies.

[mycall]

NVidia is perfect tech for Software Defined Vehicles. Maybe if they made a car to kick start the industry, it might go places.