Thanks. That's still very interesting that they don't need Nvidia to do any of this. Nvidia stock has been priced like AI isn't possible without them.
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Nvidia's moat is just around high-performance frontier models and CUDA.
You can run smaller models on cheap commodity hardware.
Your phone can probably run one of these:
https://play.google.com/store/apps/details?id=com.google.ai....
https://apps.apple.com/us/app/google-ai-edge-gallery/id67496...
They are using NVIDIA too: