Prediction #8: The Microsoft/OpenAI relationship will begin to fray.
1. Nvidia will dramatically ramp up its efforts to become a cloud provider.
Most organizations do not pay Nvidia directly for GPUs. Rather, they access GPUs via cloud providers like Amazon Web Services, Microsoft Azure and Google Cloud Platform, which in turn buy chips in bulk from Nvidia.
But Amazon, Microsoft and Google—Nvidia’s largest customers—are fast becoming its competitors. Recognizing how much value…
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