Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

Post by stackghost » Thu, Mar 05, 2026, 6:11 AM UTC

paradoxyl wrote: post #27

01100011 wrote: post #14

Nvidia could flip a switch and start competing with former customers. They have the talent, the models, the HW, and they know how to quickly build out DCs.

And maybe TSMC should make cellphones? If you're higher up the supply chain why go downstream into risk? It's financially irresponsible.

Post by Kina » Thu, Mar 05, 2026, 6:28 AM UTC

locusofself wrote: post #40

adventured wrote: post #36

Earlier quoted context omitted.

These days Nvidia has more money than it knows what to do with. They could certainly push $5b+ into each company annually and never miss it. They're tracking toward an astounding $200b in operating income (maybe over the next four quarters if the music doesn't suddenly stop).

5 billion doesn't look like much when OpenAI just raised $110b though. And how sustainable is NVDA's immense profits if this bubble actually bursts?

Post by bbshfishe » Thu, Mar 05, 2026, 6:43 AM UTC

danpalmer wrote: post #37

SirMaster wrote: post #35

Earlier quoted context omitted.

But so many gamers want to buy GPUs and can’t because they are sold out or won’t because they are super price inflated. Wouldn’t the gaming market be larger if the products were actually available and at their actual MSRP?

Nvidia can't sell 10x the number of GPUs they sell. As much as the supply issues are discussed, it would likely take them a long time to just double the market. They could try to become the vendor of choice for the PS6/next xbox, but that's a big strategy shift for again maybe double the market, not 10x the market. On the other hand right now the market doesn't seem to think that the >60bn of datacenter revenue is go…

Post by Shitty-kitty » Thu, Mar 05, 2026, 6:44 AM UTC

tl2do wrote: post #4

Instead of pouring more money into OpenAI and Anthropic, Nvidia should invest more in expanding production capacity for the RTX 5000 series and future generations. High-end consumer GPU availability is still constrained, especially for the RTX 5090, and street prices remain elevated. Nvidia should come back to the consumer side.

Post by leptons » Thu, Mar 05, 2026, 7:13 AM UTC

TheDong wrote: post #22

yndoendo wrote: post #16

Earlier quoted context omitted.

That is not substantiable. AI bubble is wealthy hype like a single drop of blood can be used to validate 100 different diagnostic test. Reality is parts per million fails this along with reusable medium. Wealth latches to idiocy. Gaming and CAD market are real expectations that latch to reality. Grow the education systems and grow both. So is matrix math, such as hashing. AI has reached a state of software issue, not…

> AI has reached a state of software issue, not hardware Citation very much needed. At the very least, OpenAI seems to believe more and larger datacenters is the path to better models... and they've been right about that every time so far.