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🐋 WHALE WATCH: The shovel seller just bought the gold mine.
NVIDIA is dropping $26B over 5 years to build open-weight models. This isnt a charity move its a masterclass in ecosystem lockin.
By making world class models open they:
1. Nuking the moats of closed source labs (OpenAI/Anthropic).
2. Ensuring the best models are natively optimized for CUDA.
3. Forcing the entire world to keep buying H100s to run them.
Jensen isnt just winning the chip war he ending it.