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Delphi AI researcher Accelxr 👾 explains why Nvidia’s move into open models could make it a competitor to its own customers. “Nvidia is best positioned to extract maximum throughput for their models out of their own tech stack.”

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Delphi Digital

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22,422 Aufrufe • vor 1 Tag •via X (Twitter)

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Delphi Digitalvor 1 Tag

Watch the full episode here.

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Louvor 1 Tag

@accelxr the chip moat quietly becomes a model moat

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rezavor 1 Tag

@accelxr If Nvidia’s models run best on Nvidia hardware, that could change the competitive landscape pretty quickly

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João Capitalvor 1 Tag

@accelxr vi isabilidade de hardware e modelo fecharem em um só player: lembra como a AMD perdeu margem quando começou a competir com as OEMs que usavam seus chips.

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Donna Davisvor 1 Tag

@accelxr That vertical integration could reshape who captures the value across the AI stack

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wilaiPongsakvor 1 Tag

@accelxr It looks like someone got a Delphi tattoo and is hyping up Nvidia's move into open AI!.

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