[jt2190]

Last paragraph is informative:

> Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs.

So which leading AI company is going to build on Nvidia, if not OpenAI?

[paxys]

"Largely" is doing a lot of heavy lifting here. Yes Google and Amazon are making their own GPU chips, but they are also buying as many Nvidia chips as they can get their hands on. As are Microsoft, Meta, xAI, Tesla, Oracle and everyone else.

[greiskul]

But is Google buying those GPU chips for their own use, or to have them on their data centers for their cloud customers?

[bredren]

How about Apple? How is Apple training its next foundation models?

[Morromist]

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.

[snypher]

Another comment had this:

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

Interesting times.

[system2]

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

[vessenes]

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.

[wmf]

OpenAI will keep using Nvidia GPUs but they may have to actually pay for them.

[dylan604]

Would Nvidia investing heavily in ClosedAI dissuade others to use Nvidia?

[irishcoffee]

If nothing else, the video game market would explode under AMD, maybe?

[smileson2]

Aren't they switching to PI for Pretend Intelligence?

[mcintyre1994]

That’s interesting, I didn’t know that about Anthropic. I guess it wouldn’t really make sense to compete with OpenAI and everyone else for Nvidia chips if they can avoid it.

[rvz]

It's almost as if everyone here was assuming that Nvidia would have no competition for a long time, but it has been known for a long time, there are many competitors coming after their data center revenues. [0]

> So which leading AI company is going to build on Nvidia, if not OpenAI?

It's xAI.

But what matters is that there is more competition for Nvidia and they bought Groq to reduce that. OpenAI is building their own chips as well as Meta.

The real question is this: What happens when the competition catches up with Nvidia and takes a significant slice out of their data center revenues?

[0] https://news.ycombinator.com/item?id=45429514

[lofaszvanitt]

The moment you threaten NVDA's livelyhood, your company starts to fall apart. History tells.

[raincole]

Literally all the other companies that still believe they can be the leading ones one day?

[papichulo2023]

The elephant in the room is China also being partially successful with their chips

[nick49488171]

Maybe xAI/Tesla, Meta, Palantir

[dfajgljsldkjag]

the chinese will probably figure out a way to sneak the nvidia chips around the sanctions

[ekianjo]

Alibaba has their own chips now they use for training.