Re:OpenAI Is Preparing to File for an IPO Soon
by hakfoo on Sunday May 24, 2026 @10:45PM
(#48262965)
I wonder if there's a "commoditize your complement" play in there somewhere.
Having the software stack get dirt-cheap and multi-vendor is good for hardware players. I'd argue there's even huge value in developing tooling that's less nVidia-centric for the health of the overall market, and the fact China is filled with other hardware manufacturers that want a bite at that margin and insatiable demand.
Re:OpenAI Is Preparing to File for an IPO Soon
by bfkwlfkjf on Wednesday May 27, 2026 @04:30PM
(#48300191)
Are you saying that china is releasing great open weights model because they want to get into the GPU business? Which institution do you imagine is coordinating this?
Having the software stack get dirt-cheap and multi-vendor is good for hardware players. I'd argue there's even huge value in developing tooling that's less nVidia-centric for the health of the overall market, and the fact China is filled with other hardware manufacturers that want a bite at that margin and insatiable demand.