Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic

https://techcrunch.com/2026/03/04/jensen-huang-says-nvidia-is-pulling-back-from-openai-and-anthropic-but-his-explanation-raises-more-questions-than-it-answers/

53•jnord•2h ago

Comments

dmix•50m ago

A better headline:

Nvidia rushed some investments in both companies just before they went public and are now are just waiting to get paid.

tl2do•33m ago

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.

chii•31m ago

nvidia will come back to the consumer side when the AI side stops being as profitable. Right now, it still seems like the margins for AI hardware is way higher than the same consumer product would sell for.

returnInfinity•27m ago

And why should a business do that? Limited chip production capacity be spent on most profitable ventures.

tl2do•22m ago

I should admit this is partly my personal preference. That said, gaming has been a durable market for decades, and there’s a strong cycle where better chips enable better games, which then drives more demand for better chips.

ravst3s•10m ago

That same virtuous cycle works for their data center segment

Every GW of Blackwell generates more revenue than the entire gaming business does in 1 year.

wingmanjd•21m ago

Datacenter income for nVidia last quarter was something like 62B vs the gaming market of <4B. While not quite a rounding error, it feels like the gaming market is just too small for them to put more resources toward it for us consumer folks.

https://nvidianews.nvidia.com/news/nvidia-announces-financia...

PenguinCoder•20m ago

It is insanely stupid that '4B' with a B, is 'too small' of an operating space.

chii•13m ago

The absolute value is irrelevant - it's the opportunity cost that determines this.

It doesn't matter if the consumer market is 4T, if the AI market is 60T!

yndoendo•6m ago

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 hardware. And the divergence of AI hardware does not equate to CAD and Gaming math.

SamDc73•17m ago

The Stargate money didn’t show up I guess, and now the whole gridlock is collapsing?

01100011•8m ago

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.

y1n0•5m ago

[delayed]

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