Nvidia is the literally the only big company that has made and profit out the LLM craze. OpenAI, Anthropic, Google, Microsoft, Meta are just riding on either VC money or their preexisting war chests. Nvidia are going to have to subsidise this craziness to keep it going a bit longer.
So if anything happen to Nvidia, like oh I don’t know, China closing the rare earth tap to TSMC so they can’t make advanced chips anymore, the entire western AI industry will collapse.
Nvidia is the literally the only big company that has made and profit out the LLM craze. OpenAI, Anthropic, Google, Microsoft, Meta are just riding on either VC money or their preexisting war chests. Nvidia are going to have to subsidise this craziness to keep it going a bit longer.
selling shovels in a gold rush is the sure way to make money, also here’s just how insane the situation is
So if anything happen to Nvidia, like oh I don’t know, China closing the rare earth tap to TSMC so they can’t make advanced chips anymore, the entire western AI industry will collapse.