We’re not far from Nvidia exclusively bundling ChatGPT. It’s a classic playbook from Microsoft.
I'm pretty sure they'd like to keep selling chips to all of OpenAI's competitors too.
Nvidia is gearing up to sell servers instead of just GPUs and components
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Re: Nvidia is gearing up to sell servers instead of just GPUs and components
#22Aren’t they already supply constrained? Seems like this would be counterproductive in further limiting supply vs a strategy of commoditizing your complements. This seems closer to PR designed to boost share price rather than a cogent strategy.
Huh. I view it the other way. If you’re supply constrained go straight to the consumer and capture the value that the middlemen building on top of your tech are currently profiting from.
Re: Nvidia is gearing up to sell servers instead of just GPUs and components
#23We’re not far from Nvidia exclusively bundling ChatGPT. It’s a classic playbook from Microsoft.
ChatGPT doesn't really have much of a moat. If it becomes Microsoft or Nvidia exclusive, it just opens an opportunity for its competitors. I barely notice which LLM I'm using unless it's something super specific where one is known to be stronger.
Re: Nvidia is gearing up to sell servers instead of just GPUs and components
#24What software will those Nvidia servers run?
Are they creating their own software stack or working with one or more partners?
Re: Nvidia is gearing up to sell servers instead of just GPUs and components
#25It's my opinion that nvidia does good engineering at the nanometer scale, but it gets worse the larger it gets. They do a worse job at integrating the same aspeed BMC that (almost) everyone uses than SuperMicro does, and the version of Aptio they tend to ship has almost nothing available in setup. With the price of a DGX, I expect far better. (Insert obligatory bezel grumble here)
Re: Nvidia is gearing up to sell servers instead of just GPUs and components
#26What software will those Nvidia servers run? Are they creating their own software stack or working with one or more partners?
They have a Ubuntu derivative called DGX OS, that they use on their current lines.
Re: Nvidia is gearing up to sell servers instead of just GPUs and components
#27Aren’t they already supply constrained? Seems like this would be counterproductive in further limiting supply vs a strategy of commoditizing your complements. This seems closer to PR designed to boost share price rather than a cogent strategy.
> Further limiting supply
Re: Nvidia is gearing up to sell servers instead of just GPUs and components
#28Don't they already sell servers? https://www.nvidia.com/en-us/data-center/dgx-platform/
Hyperscalers and similar clients don't use DGX, but their own designs that integrate better with their custom designed datacenters
Re: Nvidia is gearing up to sell servers instead of just GPUs and components
#29Nvidia already sells servers?
What I don't really get, is that Nvidia is worth like $4.5T on $130B revenue. If they want to sell servers, why don't they just buy Dell or HP? If they want CPUs want not buy AMD, Qualcomm, Broadcom or TI? (I know they got blocked on their ARM attempt before the AI boom) Their revenue is too low to support their value, shouldn't they use this massive value to just buy up companies to up their revenue?
Re: Nvidia is gearing up to sell servers instead of just GPUs and components
#30In a sense, they already do, since they're heavily invested in CoreWeave. For those unfamiliar, CoreWeave was a crypto company that pivoted to building out data centers.