[YetAnotherNick]

> Cloud providers (ms, google, amz, etc) are quickly tiring of paying Nvidia monopoly premiums for their gpu hardware.

I think cloud providers love exclusivity(Nvidia MSRP is significantly higher than it is available to clouds) and based on pricing compared to competitors like lambdalabs they have highest profit margin on GPU instances. Also based on availability, they likely have the highest utilisation. They definitely wouldn't want to commoditize the space. Google already has TPU that they could scale and sell to everyone but it would make the margins significantly smaller if they do it.