Part 5/10:
This approach aims to foster innovation, attract developers, and build new companies upon Nvidia's technology stack, paralleling the success of Apple's App Store in democratizing mobile computing. The recent partnership reflects not just a hardware play but a strategic move to own the entire pipeline—from hardware chips to the software running on them.
Impact on Competitors and Market Dynamics
The deal raises alarms for Nvidia’s competitors, particularly AMD. Nvidia’s ownership stake and exclusive hardware commitments with OpenAI threaten to cement Nvidia's dominance in AI infrastructure, potentially shutting AMD out of key markets.