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Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

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Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

#91

Post by steveBK123 »

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?

If the bubble bursts, having more money in OpenAI is worse for NVDA..

Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

#92

Post by lostmsu »

iso-logi wrote: post #25
_2d30 wrote: post #21

Earlier quoted context omitted.

They don't have the talent.

Are you suggesting Nvidia doesn't have talent in the AI industry? NVIDIA has released NVIDIA Deep Learning Super Sampling (DLSS) and a Frame Generation model, NVIDIA Super Resolution (VSR) being the most popular/well known models. (DLSS is outstanding technology, despite the sometimes misleading marketing). Nvidia has released countless models: Alpamayo 1 (Car navigation model) Cosmos-Reason2 (reasoning vision langua…

Parakeet (speech recognition) is also a frontier model

Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

#94

Post by lelanthran »

deafpolygon wrote: post #81
lelanthran wrote: post #79

Earlier quoted context omitted.

> I can hardly believe that this is legal. They’re basically committing money that doesn’t exist just yet. What do you mean "just yet" :-) I don't really know how likely it is that the money being committed will actually exist when the time comes (Softbank's commitment didn't exist, they had to sell off assets and rope in other investors to meet their commitments). Maybe it is very likely to exist, but, really, who k…

would the correct read of this situation that they’re betting on the AI bubble popping?

> would the correct read of this situation that they’re betting on the AI bubble popping?

I really cannot tell. To be frank, I seriously doubt that they can tell either.

Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

#96

Post by jgalt212 »

SkyMarshal wrote: post #80
glimshe wrote: post #58

Earlier quoted context omitted.

They could buy back stock or, God forbid, pay good old dividends to investors instead of throwing money away.

Why would paying dividends not be like throwing money away for Nvidia, considering the alternative is to reinvest it into Nvidia's R&D, hiring & training, etc. Investors are already happily making money on NVDA stock appreciation, so what more would they gain from paying dividends?

because of the law of diminishing returns

Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

#97

Post by gilbetron »

I think it is likely that they realize that LLM models will be able to be developed by many companies, and I see most early, heavy adopters of LLMs doing the math on giving OpenAI/Anthropic token fees versus just having in-house models, and realizing that, at this point, it sure seems like having your own models might be the future path.

Nvidia is in position, and has the resources, to see this with a much broader lens, and realizes OpenAI/Anthropic won't be able to corner the market and the long term play is to sell GPUs to cloud providers and companies themselves.

Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

#98

Post by SirMaster »

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…

I am not saying it would be anywhere near equal, just that it would be "bigger" than 4B if it wasn't so constrained.

>On the other hand right now the market doesn't seem to think that the >60bn of datacenter revenue is going away or even going to slow down _growing_ any time soon.

I wonder why this then?

https://news.ycombinator.com/item?id=47256781

Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

#99

Post by dmix »

gilbetron wrote: post #97

I think it is likely that they realize that LLM models will be able to be developed by many companies, and I see most early, heavy adopters of LLMs doing the math on giving OpenAI/Anthropic token fees versus just having in-house models, and realizing that, at this point, it sure seems like having your own models might be the future path. Nvidia is in position, and has the resources, to see this with a much broader le…

The article already explains why, both of the companies have taken a huge amount of capital so further investing doesn't make sense and they will both go public soon where they will raise more.

Both companies will need Nvidia products regardless if Nvidia puts capital into the companies. So this is not 'pulling back' as the headline says.

Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

#100

Post by alecco »

Blogspam derived from the original article by CNBC, with clickbait title.

> [subtitle] Nvidia CEO Jensen Huang said the company’s recent $30 billion investment in OpenAI “might be the last time” it invests in the AI startup as it gears up to go public.

Jensen meant he expects no more rounds before IPO.

[0] https://www.cnbc.com/2026/03/04/nvidia-huang-openai-investme...

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