Nvidia is now the top rival to OpenAI and Anthropic for tokens, claims AI commentator
pstAsiatech · x · 2026-09-04
AI commentator Jason argues that Nvidia is now the number-one competitor to OpenAI and Anthropic for tokens and enterprise compute, that Jensen Huang has become America's leading open-source model provider, and predicts Nvidia will catch up to and surpass Chinese models by end of 2027. He says going all-in on open source means America wins frontier models, chips, and open source — unless state-level anti-datacenter politics derail it.
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