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The Sequence Opinion #831: NVIDIA Is Quietly Building the Operating System of AI

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The Sequence Opinion #831: NVIDIA Is Quietly Building the Operating System of AI From Atoms to Agents There’s a pattern in computing that repeats every few decades. A hardware company ships a breakthrough chip. Developers write software for it. Then the hardware company realizes the software layer is where the real lock-in lives, and starts building it themselves. Intel did it with compilers. Appl...
By analyzing this article, we can observe that NVIDIA is evolving its business model from a hardware-focused company to one that encompasses software and services related to artificial intelligence. This transition echoes patterns seen in previous technological shifts, where companies such as Intel and Apple moved towards controlling the software layer for their respective industries. However, NVIDIA's approach appears to be more aggressive and comprehensive, aiming to control every aspect of AI...