NVIDIA's strategy: investing in open source to counter OpenAI and Anthropic
markjeffrey · x · 2026-08-25
Reposting an analysis that NVIDIA's strategy is to "commoditize intelligence" by investing in Hugging Face, Poolside, and Perplexity. These moves aim to build a robust open-source ecosystem as a counterweight to OpenAI and Anthropic. The strategy targets three layers: distribution (Hugging Face), model-building (Poolside, with a rumored $6B license deal), and application (Perplexity). This shifts economics from model labs to inference vendors.
Related event: Bittensor offers cheapest inference; Nvidia bets on open-source ecosystem(2 posts)→
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