o Jensen Huang considers investments in Anthropic and OpenAI as 'once-in-a-lifetime opportunities' and regrets not investing earlier or more.
- He believes these companies are historical technology companies with high potential for listing and are key customers of Nvidia, who will utilize Nvidia computing resources for a long time.
o Huang states that the current growth limitation for Nvidia is not demand but 'production capacity'.
- To meet the surge in demand, Nvidia is deeply involved in the entire AI supply chain, including data centers, and is focusing on securing production capacity.
o Both closed-source and open-source models are experiencing rapid usage growth, and Nvidia is benefiting from both.
- Based on its global infrastructure market share, almost all open-source models and frontier models run on the Nvidia platform.
Ultimately, it seems Huang is saying that the current AI revolution would have been very difficult without Nvidia.
And from Nvidia's perspective, the focus seems to be on 'how much AI usage will increase' rather than 'which AI model will win'.
In other words, I'm the boss of this neighborhood... haha
Indeed~ tada!
▶ Original source: https://www.wsj.com/business/media/would-there-be-an-ai-revolution-if-there-were-no-nvidia-6d06e548
