Nvidia is betting on the whole AI ecosystem, one post argues

A September 7 post portrays Nvidia’s strategy as backing nearly every layer of AI—chips, energy, infrastructure, data, large language models and applications—rather than picking a single winner. It cites a $20 billion valuation for Mercor and a rumored $30 billion valuation for Perplexity, and argues that open-weight model use drives demand for more computing power.