The Compute Landlord's Hedge: Why NVIDIA is Backing Both Sides of the AI War NVIDIA, the primary architect of the current AI infrastructure, is playing a game that transcends the ideological divide between proprietary labs and the open-weights models movement. While the company has anchored itself to the closed-source giants with a massive $10 billion investment in Anthropic, it is simultaneously pouring capital into Nous Research. This dual-bet strategy reveals a cold, structural reality: the hardware giant is indifferent to which model architecture wins, provided the compute remains theirs.
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