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Eric Siu breaks down Nvidia's NemoClaw, an enterprise AI tool that locks customers into Nvidia hardware. The move mirrors Amazon's strategy and protects Nvidia's networking business, which could eventually rival its chip revenue.
Eric Siu breaks down Nvidia's NemoClaw, an enterprise AI tool that locks customers into Nvidia hardware. The move mirrors Amazon's strategy and protects Nvidia's networking business, which could eventually rival its chip revenue.
Obviously NVIDIA had their big conference this week, right? I think Jensen probably spent 20 minutes talking about OpenCLaw. So I'll talk about that in a second. But I think there's a genius marketing play here. So what he has is NemoClaw, which is their enterprise version of OpenCLaw. What I think is genius is we're setting up NemoClaw for our clients right now because they want security and all that, right? And we're like looking through it. It's like, dude, you cannot operate it on like an Apple device or anything. You have to buy NVIDIA. You have to use NVIDIA hardware only if you want to use NemoClaw. There's only 2 options for enterprise-grade CLAWS right now. Amazon has a version, but then you have to use their tech. And then you have NVIDIA's version, but it locks you into their ecosystem. And because they're the front runners on this and they're going to spend like $26 billion or something on their own models, I think that's a genius marketing play because it's— what do you call it? You want to call it ecosystem lock-in. That's what they have.
You know, most people say NVIDIA makes all their money from chips, right? That's what I think everyone would say. Do you know what their second biggest business is? And it may overtake the chip business one day.
Software?
No, Nvidia's networking business. They— it connects data centers to data centers.
Oh, that makes sense.
