If the baker loans to the butcher so that the butcher can buy from the baker, then the baker comes out ahead only if the butcher is good for the money.
You need something of substance exchanged, not just delivered. Nvidia hasn't gotten anything of substance from OpenAI yet.
I don't know shit about AI, but Nvidia could still give me $100b to buy their GPUs. Now I build a datacenter and Nvidia gets to claim $100b worth of sales AND a $100b stake in my datacenter. As I understand it, that's what's earning Nvidia all this side-eye.
You need something of substance exchanged, not just delivered. Nvidia hasn't gotten anything of substance from OpenAI yet.
I don't know shit about AI, but Nvidia could still give me $100b to buy their GPUs. Now I build a datacenter and Nvidia gets to claim $100b worth of sales AND a $100b stake in my datacenter. As I understand it, that's what's earning Nvidia all this side-eye.