Former Google boss bets on NVIDIA in the AI race: "When Microsoft did the OpenAI deal, it was the stupidest idea I’d ever heard

[Windows Central]

While companies like Microsoft, OpenAI, and Google have enjoyed relative success in the category, former Google boss Eric Schmidt recently indicated that NVIDIA might be the biggest winner in the AI race because of the high demand for GPUs.

Former Google boss bets on NVIDIA in the AI race: "When Microsoft did the OpenAI deal, it was the stupidest idea I’d ever heard : Read more

 

[Geoff-37]

Nvidia won't "beat" Microsoft and/or OpenAI in the AI race, no matter what happens next.
Nvidia, in fact, will be hoping that those specific companies 'win' the AI race. Because if they don't, those companies won't be buying as many Nvidia chips as they otherwise would.

If, say, Apple or Google "win the AI race", then Nvidia will sell less chips than if Microsoft or OpenAI win.

If there is anyone who is absolutely guaranteed to "win", it's ARM. Every halfway-capable AI chip, from Nvidia or from anyone else, seems to be based on the ARM design.