this post was submitted on 01 Nov 2026
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People running local models would RUIN their profit margins.
And nVidia is now selling hardware for local models specifically. For cheap.
There is a clear winner in the AI race and its hardware makers. To me, its almost like Jensen Huang calculated this outcome quitea while ago, and fed into the bubble with the loans to the software companies.
During a gold rush, you want to be the guy selling shovels.
You do, however Nvidia got greedy and started to circular invest in the billions if not trillions into those buying the shovels. Now, when the bubble bursts, Nvidia will be hit massively as well.
That's the best way to describe this.
They don't have profit margins though
This is the logical endgame IMO so I get why the losers are fighting it.
They can only afford to buy the worlds compute for so long though.