Nvidia is positioning itself as a broader AI platform provider, moving beyond its role as the leading chip supplier. It is expanding NVIDIA AI Enterprise, a cloud-native platform with tools, frameworks and microservices that help businesses build and deploy custom, production-grade generative AI solutions. [1, 7, 8]
By enabling businesses to build AI applications on its ecosystem, Nvidia could reduce their reliance on proprietary models from AI labs such as OpenAI and capture more of the AI value chain. This could create long-term competition for those labs. At the same time, major AI players, including OpenAI, are seeking to diversify their chip suppliers and reduce their dependence on Nvidia. [9, 17]