I think Nvidia is under the same pressure as Anthropic/OpenAI. Nvidia will dominate research and probably keep dominating training, but the real volume is in inference. And for inference Nvidia's lead is only a few months, similar to the lead frontier labs have over open source. Nvidia will sell a lot of Rubin CPX's, but their margin on that will be a lot smaller than B200 because there is so much more competition in that space.
> Nvidia will sell a lot of Rubin CPX's, but their margin on that will be a lot smaller than B200 because there is so much more competition in that space.
Given the shrinking margins, I wonder whether Nvidia will still think it's worth competing in that price-performance corner in the long term.
bryanlarsen · · focus · HN ↗
I think Nvidia is under the same pressure as Anthropic/OpenAI. Nvidia will dominate research and probably keep dominating training, but the real volume is in inference. And for inference Nvidia's lead is only a few months, similar to the lead frontier labs have over open source. Nvidia will sell a lot of Rubin CPX's, but their margin on that will be a lot smaller than B200 because there is so much more competition in that space.
nxobject · · focus · HN ↗
Given the shrinking margins, I wonder whether Nvidia will still think it's worth competing in that price-performance corner in the long term.