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“The open-weight AI market has become dominated by Chinese companies, though capable models released on similarly permissive terms are also being developed by France’s Mistral and US-based Nvidia, Reflection AI and Thinking Machines Lab.”

ft.comCorporate America embraces cheaper ‘open’ AI modelsUS businesses far beyond Silicon Valley are adopting Chinese alternatives to OpenAI and Anthropic’s systems

A Macabre Mullist in Texas

@mullist.com

Wait, Nvidia, whose business relies on selling GPUs to the frontier labs, is developing its own model for public use? How are they going to make any money on that?

28/9/26, 12:39 am0 reposts1 like

Adrian Schönig

@adrian.coffee

If those models are optimised for inference speed on Nvidia hardware, then there’s potentialmoney in there for them.

A Macabre Mullist in Texas

@mullist.com

More than the billions they're selling to OpenAI and Anthropic?

Adrian Schönig

@adrian.coffee

Maybe they want to hedge their bets. Looking at isaiprofitable.com makes it appear that OpenAI and Anthropic can only account for a minor part of Nvidia’s AI revenue.

isaiprofitable.comIs AI Profitable Yet?