[gaurangt]

Based on this Reuters report, OpenAI is trying to control both the hardware stack and the models.

Spending $20B+ on Cerebras chips and taking an equity stake feels like a huge shift. Good for breaking Nvidia’s grip, or bad because AI gets even more concentrated in the hands of a few giants?

Is this how OpenAI can maintain its lead and win against Anthropic and others?

[chewz]

Making models smarter is saturated at this point. But making models faster and is low cost vector for growth.

OpenAI will not win against Anthropic that way. But they will make themselves indispensable to bilions of new, invisible micro solutions.