Nvidia as AI Kingmaker: Embracing Open Source to Sustain Growth
bindureddy · x · 2026-08-28
Analysis suggests Nvidia's market cap is unsustainable if it relies only on two customers, OpenAI and Anthropic, who are developing their own chips. Nvidia is forced to fund and ensure the success of dozens of AI companies and embrace open source. Expect more multi-billion dollar funding rounds and acquisitions, benefiting open-source and decentralized AI.
Related event: Nvidia May Pump $500B Into AI Ecosystem as Clients Build Own Chips(2 posts)→
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