AI market success tied to Nvidia allocation, shifting partners to enemies
matt_slotnick · x · 2026-08-27
An interesting dynamic in the broader AI market is that success requires Nvidia allocation, meaning companies are allowed to succeed (or not) by Nvidia. As Nvidia moves up the stack through M&A, more partners will find themselves shifted from friends to frenemies, and potentially to enemies.
Related event: Nvidia's Compute Allocation Power Decides AI Firms' Fate(3 posts)→
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