Part 3/12:
“Just because NVIDIA makes chips doesn’t mean they’re an AI company,” one participant argued. Instead, NVIDIA’s role is more akin to that of a foundational platform provider, supplying the critical infrastructure upon which AI developers build their products. The analogy was made to car manufacturers—are automakers "car companies" because they make engines, or something broader? The consensus was similar: many companies produce components or platforms that support AI, but the true AI companies are the ones developing software, models, and applications that leverage this hardware.