Vertically integrated monopolies naturally have aligned in incentives for themselves, which allows more capture which turns out bad for customers. Whether it is a monopoly is an open question.
This isn't vertical integration. This is a commoditize your complements play and that does benefit customers. Nvidia benefits from supporting the open model ecosystem, if models are a commodity the gpus become what's scarce.
This isn't vertical integration. This is a commoditize your complements play and that does benefit customers. Nvidia benefits from supporting the open model ecosystem, if models are a commodity the gpus become what's scarce.