Die Biologie bewegt sich mit Anpassungsgeschwindigkeit.
Die Kognition bewegt sich mit Simulationsgeschwindigkeit.

Der Körper aktualisiert sich durch Wiederholung.
Der Geist aktualisiert sich durch Abstraktion.

Es scheint also, als hinke die Biologie hinterher.
Tatsächlich bestätigt sie.

Das Denken kann springen.
Das Gewebe muss sich integrieren.

Das eine sagt voraus.
Das andere reorganisiert.

Unterschiedliche Uhren.

#Biologie #Körper #Bewusstsein #VerticalIntegration

How much is vertical integration squeezing the smallsat opportunity?

https://fed.brid.gy/r/https://spacenews.com/how-much-is-vertical-integration-squeezing-the-smallsat-opportunity/

The space economy isn’t for everyone

https://fed.brid.gy/r/https://spacenews.com/surprisingly-this-space-economy-isnt-for-everyone/

Nvidia is gearing up to sell servers instead of just GPUs and components

https://www.tomshardware.com/tech-industry/artificial-intelligence/jp-morgan-says-nvidia-is-gearing-up-to-sell-entire-ai-servers-instead-of-just-ai-gpus-and-componentry-jensens-master-plan-of-vertical-integration-will-boost-profits-purportedly-starting-with-vera-rubin

#HackerNews #Nvidia #Servers #AI #Industry #VerticalIntegration #TechNews

So OpenAI is exploring a move into the chip business. Honestly, it was inevitable. When one supplier has an 80%+ market share and the cost of your primary resource, in this case GPUs, becomes an existential threat, you have two choices: pay up or build your own. This is a classic business strategy story about vertical integration. To control your destiny in the AI arms race, you have to control the supply chain, and that starts with the chips. Sounds like  💭 💡

TL;DR
💰 The core driver is cost and scarcity. Nvidia's GPUs are incredibly powerful but also incredibly expensive and hard to get, creating a major bottleneck for AI development.
⛓️ This is a classic vertical integration play. By designing its own chips, OpenAI aims to control its supply chain, optimize performance, and reduce dependency on a single vendor.
🥊 It's a direct challenge to Nvidia's market dominance. While it won't happen overnight, it signals a long term trend of major AI players moving away from off the shelf hardware.
📈 This move signals the AI industry is maturing. The biggest players are realizing that owning the full stack, from silicon to software, is key to sustainable, scalable growth.

https://securityonline.info/openai-is-making-its-own-ai-chips-to-challenge-nvidia/
#OpenAI #AI #Nvidia #VerticalIntegration