Oh the joy: OpenNvidia may be the AI generation's WinTel
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Oh the joy: OpenNvidia may be the AI generation's WinTel
"The OpenAI and Nvidia $100 billion partnership sure sounds impressive. $100 billion isn't chicken feed, even as more and more tech companies cross the trillion-dollar mark. But what does it really mean? As two of my Register colleagues noted, "The announcement has enough wiggle room to drive an AI-powered self-driving semi through." True, but it may be the start of something huge that will define the AI movement for the foreseeable future."
"That took care of the hardware, but IBM needed an operating system urgently. Initially, like everyone else, except for those guys named Steve with some company called Apple, IBM wanted to use CP/M from Digital Research. That didn't work out. So, IBM called Microsoft, and Bill Gates and crew acquired Quick and Dirty Operating System (QDOS ) from Seattle Computer Products, and slapped the names MS-DOS and IBM PC-DOS on it."
A $100 billion partnership between OpenAI and Nvidia sounds large but contains ambiguity about its scope and implications. The deal could mark the start of a major alignment between a leading AI software organization and a dominant AI hardware supplier. Historical precedent from the early PC era shows how IBM partnering with Intel for chips and Microsoft's control over DOS enabled a WinTel ecosystem and spawn of PC clones, leading to decades of platform dominance. A similar close relationship between OpenAI and Nvidia could influence hardware-software dynamics, competition, and long-term control in the AI industry.
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