They know that AI is a bubble. If the big AI companies go belly up, Nvidia loses all their revenue.
The big AI companies are working on DIYing their own AI chips. If they manage to, Nvidia loses all their revenue.
That’s why they have been at work with local AI for a while. They publish their own open-weights models (Nemotron) and they build comparatively cheap local AI hardware (DGX Spark, RTX Spark).
That way, when the whole AI bubble pops, they still have quite a bit of a foot in the door with customers.
Yeah I think the growth is going to be in these little models that think big. Like the Qwen3.8-flash idea. Using little tricks to make a small model perform better than it should. Localized AI is going to scale much better than being dependent on giant resource hogging DCs. And god forbid someone figure out how to chain these things together in some sort of peer to peer network utilizing all that processor time that goes unused throughout the day, like some sort of AI@home setup. Pretty sure that’s how Skynet starts.
For now.
Nvidia has two massive problems.
That’s why they have been at work with local AI for a while. They publish their own open-weights models (Nemotron) and they build comparatively cheap local AI hardware (DGX Spark, RTX Spark).
That way, when the whole AI bubble pops, they still have quite a bit of a foot in the door with customers.
Yeah I think the growth is going to be in these little models that think big. Like the Qwen3.8-flash idea. Using little tricks to make a small model perform better than it should. Localized AI is going to scale much better than being dependent on giant resource hogging DCs. And god forbid someone figure out how to chain these things together in some sort of peer to peer network utilizing all that processor time that goes unused throughout the day, like some sort of AI@home setup. Pretty sure that’s how Skynet starts.