The Compute Cartel: How Nvidia's Dominance Reshapes the AI Landscape Nvidia's recent earnings report has shed light on a crucial aspect of its strategy in backing and buying startups.
While the company claims to be fostering innovation by partnering with smaller companies, it's really about safeguarding its position as the compute king.
The $50 billion investment in frontier labs should raise eyebrows – after all, it represents only a small fraction of Nvidia's free cash flow over the period.