Search Intelligence

“Nvidia is aggressively pushing highly efficient open-weights architecture to commoditize the model layer, ensuring that whether developers choose Anthropic, OpenAI, or an open alternative, they still need Nvidia silicon to run the inference.”

“SaaS incumbents are finally realizing that if they don't train their own domain-specific reasoning models, they'll quickly be reduced to dumb data pipes for frontier labs.”

“Giving away free software is just a loss leader to sell more underlying GPU silicon.”