I wouldn't be surprised if we see some major acquisitions or mergers happening in the next few years by one of the independent AI vendors like OpenAI and Nvidia.
I had the same reaction. Haven't they been selling DGX boxes for almost 10 years now? And they've been selling the rack-scale NVL72 beast for probably a few years.[1]
When nVIDIA sells DGX directly they usually still partner with SuperMicro, etc. for deployment and support. It sounds like they're going to be offering those services in-house now, competing with their resellers on that front.
lvl155•35m ago
We’re not far from Nvidia exclusively bundling ChatGPT. It’s a classic playbook from Microsoft.
MangoToupe•30m ago
Why would Nvidia ever agree to that?
ptero•29m ago
Chatgpt is not the only game in town. Any exclusivity deal will likely backfire against chatgpt.
dmboyd•28m ago
Aren’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.
MattRix•4m ago
They’re only supply constrained on the chips themselves. Selling fully integrated racks allows them to get even more money per chip.
dboreham•2m ago
In MBA-speak this is "capturing more of the value chain".
jpecar•17m ago
Servers? I thought they left even racks behind, they're now selling these "AI factories".
re-thc•38m ago
michaelbuckbee•29m ago
Cthulhu_•18m ago
I wouldn't be surprised if we see some major acquisitions or mergers happening in the next few years by one of the independent AI vendors like OpenAI and Nvidia.
Palomides•6m ago