[dJLcnYfsE3]

I would say it is weird, that NVidia competes with own customers but looking back at "Founders Edition" cards maybe it isn't that weird at all. The better question probably is - with every big corporation having its own LLM, what exactly is OpenAI moat that would explain their valuation?

[lukeinator42]

I wonder if they also want to create more of a market for their products such as the DGX Spark.

[notyourwork]

They and Tesla know something no one else does.

[beng-nl]

Can you tell us more? I’m curious to hear what is behind this implication.

[leobg]

A guess:

They both believe the product people focus on will commoditize. Tesla realized early that EVs without autonomy are a dead end for long-term dominance, just as NVIDIA believes models without infrastructure are a dead end for durable AI profits.

(Am I close?)