Is NVIDIA Souring On OpenAI and Anthropic?

Is This A Hint At Things To Come?

It is probably not the end of AI, yet, but it’s interesting to see that OpenAI, Anthropic and NVIDIA are having a wee bit of a spat.  Jensen is not backing out on the multi-million dollar deals but has stated that once the two companies go public later this year, the opportunity to invest closes.  Since the main way OpenAI and Anthropic make money is by convincing people to invest in them, this is a rather large shot across the bow.  It may have been prompted by Anthropic CEO Dario Amodei’s rather nasty comments about NVIDIA during a speech at Davos.

NVIDIA is the only one of the three that are actually making money legitimately, by selling shovels during a gold rush.  Jensen already talked about expanding and deepening NVIDIA’s ecosystem reach during the last earnings call.  That is not a definitive statement that the company is looking at reducing their manufacturing of LLM hardware in any way, but it certainly hints at a worry about the future of the market.

This could all just be a minor spat, but it is worth keeping on eye on what NVIDIA and Jensen do in the coming quarters.