![]() ![]() If we know anything about human behavior its that people don't wanna change their tools unless really forced to - so making sure that Nvidia captures the mind space of the devs so early in this cycle is a brilliant play from Nvidia. ![]() Nvidia, has gotten a step ahead by also providing a software development stack that would ensure the stickiness of their products for the end customers of these cloud providers. But obviously, this would leave them exposed to disruptions once the large cloud providers develop their own high performance GPUs. It would've been easy to assume that Nvidia would become the new Intel (of the 90s and 00s) of the AI world and ride on the AI wave. When there's not a lot of clarity on where the AI revolution would lead us to, Nvidia has rightly picked the 'pick and shovel' game and doubled down on it - both on the hardware side as well as software dev platform side. Nvidia launches a new AI foundations software platform - again provided through the large cloud providers so that individual companies can easily build/integrate AI into their language, image or biotech workflows ![]() Nvidia launches a new AI compute hardware product that individual teams as well as the large cloud providers can use for their AI developments and deployments Ģ. Nvidia becomes the new McDonalds in the AI revolution world-ġ. ![]()
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