Most of the money getting funneled to Nvidia came from them in the first place.
NVIDIA’s not getting most of its money from OpenAI. OpenAI doesn’t really buy anything from NVIDIA. They buy rack space from Oracle, which then builds out new datacenters with NVIDIA chipsets. And Oracle’s primary revenue stream is from its business Cloud Services, of which OpenAI is a small fraction.
Most of the money getting funneled to Nvidia came from them in the first place. That’s why they’re one of the chatbot’s biggest cheerleaders.
NVIDIA’s not getting most of its money from OpenAI. OpenAI doesn’t really buy anything from NVIDIA. They buy rack space from Oracle, which then builds out new datacenters with NVIDIA chipsets. And Oracle’s primary revenue stream is from its business Cloud Services, of which OpenAI is a small fraction.