It’s a core part of the open model infrastructure. Their hardware business benefits greatly if this works really well and open models proliferate to every corner of the economy, with everyone buying GPUs with a lower capacity factor/duty cycle than the centralized ones. It also helps people across the world to collaborate on new uses for this, effectively running a massive search in the search space of what’s possible with these things, for every year (see the endless variety of quants and finetunes to fit in different cards, and bias their abilities on different tasks). More use cases pop up, some of them are killer apps, buying Nvidia’s hardware becomes more valuable at whatever price point, more people do it at higher prices, Nvidia stock chart goes up.

If Anthropic, OpenAI buy them, this org gets very different priorities, owning them ensures that doesn’t happen.