Why didn't the people selling shovels to gold miners dig for gold themselves?
Because Nvidia is making actual profit selling hardware to those who do, not hoping for a big payout sometime in the future. Different risk/reward model, different goals.
They have a bunch of Nemotron models. They can make more money from five(?) competing frontier labs than from trying to monopolize the frontier themselves.
Because Nvidia is making actual profit selling hardware to those who do, not hoping for a big payout sometime in the future. Different risk/reward model, different goals.