Compute vs Model Layers: Jensen Huang's Ambition
teortaxesTex · x · 2026-07-18
The tweet explores the tension between compute hardware and model software layers in the AI industry. The author notes that massive revenues in the current AI ecosystem primarily flow to model layer companies like OpenAI and Anthropic, while hardware giants like Nvidia are no longer content just being infrastructure.
Jensen Huang frequently showcases the inference performance of open-source models like DeepSeek on his hardware,暗示其希望进一步掌控价值链。作者推测，如果硬件厂商直接下场补贴开源模型甚至收购模型公司，将直接威胁现有模型层的营收壁垒，打破“软件通向奇点”的单一叙事。
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