Movva: Nvidia avoids selling tokens to prevent competing with its customers
Neil Movva · Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper · Aug 25, 2026 · at 1:20:30
Former Nvidia engineer Neil Movva explains why Nvidia does not vertically integrate to sell AI cloud compute or tokens directly.
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“NVIDIA is really smart about this. They don't compete with their customers. NVIDIA takes a long view on everything. Why don't they even start with the NeoCloud? Why don't they just sell computer out the back door? Well, NVIDIA is really good. Jensen is really good at making his friends billionaires. He's made CoreWeave a million dollar company, many billion dollar company, and there's no need for him to kind of destroy that goodwill.”
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