Why NVIDIA Wants OpenAI to Have Competitors

Opublikowano: 2026-09-30

NVIDIA sells the chips that companies like Anthropic and Open AI use. Now it is spending almost $13 billion to acquire Hugging Face, one of the most important platforms for open AI models. Is NVDIA trying to prop up the competition against OpenAI and Anthropic? The economics are more compelling than just a foreclosure story. In this episode, we examine two forms of vertical integration through the lens of a simplified AI supply chain, consisting of **chips → model development → developer toolkit**. OpenAI and Anthropic package models with their developer tools. Instead, NVIDIA and Hugging Face would combine the chip layer and...