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Nvidia's $6 Billion Deal for Poolside's Model Factory Is a Wager on Open-Source Models Driving Chip Demand
Source: Nasdaq
Artificial IntelligenceAnalyst InsightsTechnology & Innovation
Goldman Sachs says “cheap” AI is likely to accelerate AI adoption, which is broadly bullish for the AI buildout. However, the report warns that lower costs could pressure profitability for frontier model labs, creating a potential margin headwind even as usage expands.
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