Nvidia's paradox: the more open AI becomes, the more hardware it sells

September 3, 2026

That is where Nvidia's paradox emerges. The company can present itself as a champion of open AI, but its core business remains selling the high-performance computing needed to train and run many of those models at scale. It is a real paradox, but not necessarily a contradic

That is where Nvidia’s paradox emerges. The company can present itself as a champion of open AI, but its core business remains selling the high-performance computing needed to train and run many of those models at scale. It is a real paradox, but not necessarily a contradiction. Open software can expand the hardware market. If more organizations experiment with their own models, more organizations need infrastructure. In other words, opening access to software can increase demand for the shovels used to dig during the gold rush.

Full episode: https://youtu.be/nURNbVe-bX4

🤖 AI-generated content: the script, voices, and images in this episode were produced using artificial intelligence tools.

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