[fmajid]

Jensen Huang is just trying to commoditize the complements to his GPUs.

[drob518]

Cf Microsoft v Intel circa 1995

[fmajid]

Usually software wins over hardware, but the voracious appetite of LLMs has inverted the usual balance of power.

[drob518]

That and the actual algorithms that power AI are well known and there doesn’t seem to be any secret sauce at that level.