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Nvidia had the chance to build its own AI software and chose not to. It was a good choice so far, better to sell shovels than go to the mines - but they still could go mining if the other miners start making their own shovels.

If I were Nvidia I would be hedging my bets a little. OpenAI looks like it's on shaky ground, it might not be around in a few years.



Another comment had this:

https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

Interesting times.


Good point, I didn't notice that.

Interesting times indeed!


There is no way Nvidia can make even a fraction of what they are making from AI software.


They do build their own software, though. They have a large body of stuff they make. My guess is that it’s done to stay current, inform design and performance, and to have something to sell enterprises along with the hardware; they have purposely not gone after large consumer markets with their model offerings as far as I can tell.




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