alt Hacker NewsThat does not matter so much anymore, when Huawei starts selling those NPUs for a fraction of the NVIDIA price. It's all downhill from there on for OpenAI, Anthropic and NVIDIA.
That does not matter so much anymore, when Huawei starts selling those NPUs for a fraction of the NVIDIA price. It's all downhill from there on for OpenAI, Anthropic and NVIDIA.
It's all downhill for OpenAI and Anthropic investors, because they will never recoup what was invested. NVDA is safe(r) - Huawei first needs to catch it, and as AMD learned, it's a fast moving target.