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Open original source ↗Every startup wants frontier chip perf because it allows you to do new things. The current generation of coding agents would not have happened with hardware from 3 years ago. Startups are also important to @nvidia! https://t.co/zCwrqIGDj6
They are the tip of the spear, and they grow into a more diverse set of customers. 10,000 flowers blooming is good for Nvidia and good for society. We @conviction
bought compute directly and work with a range of partners (@baseten, @AnthropicAI, @OpenAI) to make sure our startups have access to tokens to fuel innovation. Increasingly, startups are post training open source models to differentiate their offerings.
This is an expensive era to build in, capex-intensive like never before, and Nvidia does an extraordinary job engaging at every level with the startup ecosystem.
From the outside, it seems that they're especially good at investing where there is a timing gap between the financial investor and the future. Neoclouds, inference cloud, neolabs, agent security, robotics, the financial innovation around it. I think in many of these Nvidia is just 2-5y ahead of the market. Then everyone wants in.
On bloomberg: https://t.co/tD7yWv5jBP
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