AI
Analysis: the Nvidia–OpenAI story is about control, not just compute
A niche analysis arguing that strategic control and roadmap leverage drive the conflict more than raw capacity.
As AI becomes a platform layer, control over the stack (chips → cloud → models → distribution) matters as much as performance.
What to know
- Control shows up in contracts, supply priority, and roadmap influence.
- Vertical integration vs. partnerships is a core tension.
- The “winner” can change based on where bottlenecks move next.
Source: https://www.igorslab.de/en/the-nvidia-openai-fiasco-is-not-about-computing-power-but-about-control/
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