Dr. Parik Patel, BA, CFA, ACCA Esq.(@ParikPatelCFA):Nvidia’s bet is quite simple: If all AI tokens are generated by OpenAI and Anthropic, they will run on Trainium and Jalapeño, not Nvidia If open source models proliferate, and are designed to run cheaper on GPUs, Nvidia succeeds Open source is existential for Nvidia’s survival

Dr. Parik Patel, BA, CFA, ACCA Esq.

@ParikPatelCFA

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Dr. Parik Patel, BA, CFA, ACCA Esq.@ParikPatelCFA

2026.10.10 19:40

Nvidia’s bet is quite simple: If all AI tokens are generated by OpenAI and Anthropic, they will run on Trainium and Jalapeño, not Nvidia If open source models proliferate, and are designed to run cheaper on GPUs, Nvidia succeeds Open source is existential for Nvidia’s survival