AI firms like OpenAI seek Nvidia alternatives

My son thiru ai expert

These export bans don’t really stop China’s AI progress. If anything, they’ve sped it up. Nvidia used to dominate the market there, but now its share has dropped from almost 95% to around 50%. By cutting off access, the U.S. is basically forcing Chinese companies to build their own chips faster. In the end, it’s American firms like Nvidia that lose out more than China does

Exploring alternatives makes sense from a risk-management perspective. But replacing Nvidia isn’t just about matching chip specs, it’s about replicating a mature ecosystem of software, tooling, and developer optimization built over years. Competition will grow, but ecosystem depth and integration are hard to duplicate quickly.

Every once in awhile, there's GREAT reporting on this channel. This is one of those times.

It makes sense for AI firms to explore alternatives, diversification reduces dependency risk. But replacing Nvidia isn’t just about matching chip specs. It’s about software ecosystems, developer tools, and years of optimization around one architecture. Competition will grow, but ecosystem depth is hard to replicate overnight.

Many of us young people are using or have used Chat GPT, Mistral A.I or other A.I platforms for studies, work, therapeutic help, out of curiosity…

I quit. I deleted all AI related apps. I don’t want this. Never asked for it. Some say “but what if everyone is ahead of you because they use AI ?” (for example in the job market, which is, as MANY of us new grads can see, a freaking mess right now #jobpocalypse)”.

Oh, really ? In a room full of 25 people applying for the same job, let’s say it is a job where you have to speak Japanese, if 20 of us used A.I to pass our exams and the recruiter asks you to speak it, don’t you think the 5 people who actually speak the language and studied it are the ones who will go through every round?

Well. I think so. F** A.I actually. It consumes a TON of water, CLEAN, water, and it’s run by folks who would have been, or WERE, friends with Mr. Jeffrey Epstein, or Mr. Orange Man current POTUS.

Nope, they already stole the dating scene (dating apps), we’ve already lost many crucial years to Covid, let’s all get our attention and brain back.

F.** AI.
#genz

This is old news … of course they want alternatives. They been saying this for the past couple years 🥱 this just scares weak hands to sell and keeps the stock at $195 forever 😅

Dei "hire" Bosa at it again...
With more nonsense to try and bring down Nvidia's stock price right before earnings...

NVDA is doomed 😂