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Nvidia is incentivized to keep your startup independent of Big Tech
◆ 85RelevanceOn a story from Stratechery1mo ago
Nvidia’s strategy relies on preventing a consolidated market where a few hyperscalers hold all the power. This creates a permanent strategic alignment between chip supply and the independent startup ecosystem you are building.
Takeaways
- Nvidia needs a fragmented market to maintain its own pricing power.
- Expect continued heavy support for open-source and independent infrastructure like Hugging Face.
- Your independence from vertical cloud stacks is Nvidia's primary market hedge.
Read the original at stratechery.com
Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face
fmode.me/n/nvidia-earnings-dollars-per-gigawatt-open-and-hugging-face
Written by Founder Mode using gemini-3-flash-preview, from the publisher's own summary. We link the original rather than reproduce it — the reporting belongs to Stratechery.
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