Good take -- I was thinking about that circular relationship with OpenAI and Microsoft earlier today, along with the shortage of GPU's and the rush to fund / acquire the companies that are buying or have huge amounts of GPUs available to create foundational model competitors or similar. It seems the gold rush is on. Moves like Databricks…
Good take -- I was thinking about that circular relationship with OpenAI and Microsoft earlier today, along with the shortage of GPU's and the rush to fund / acquire the companies that are buying or have huge amounts of GPUs available to create foundational model competitors or similar. It seems the gold rush is on. Moves like Databricks buying Mosiac probably increase in the near term to make all the analytics / database infrastructure companies "AI powered".
It seems like NVDA has a nice "moat" short term while demand is raging and there are no great alternatives, but absent weird (and stupid) regulation creating a real long-term moat, competition will likely change that in the near term.
The crash effect is an interesting perspective on this. Thanks for sharing and getting me thinking more and differently about this!
Good take -- I was thinking about that circular relationship with OpenAI and Microsoft earlier today, along with the shortage of GPU's and the rush to fund / acquire the companies that are buying or have huge amounts of GPUs available to create foundational model competitors or similar. It seems the gold rush is on. Moves like Databricks buying Mosiac probably increase in the near term to make all the analytics / database infrastructure companies "AI powered".
It seems like NVDA has a nice "moat" short term while demand is raging and there are no great alternatives, but absent weird (and stupid) regulation creating a real long-term moat, competition will likely change that in the near term.
The crash effect is an interesting perspective on this. Thanks for sharing and getting me thinking more and differently about this!