[anyoneamous]

> they will just discontinue their access to hardware

Yup - which is exactly what is going on in the cloud space right now.

Because AWS and GCP chose to innovate with their own accelerators, Nvidia heavily favoured Azure for a while. Recently, GCP seem to have capitulated somehow and so are back on the bandwagon. Oracle, of course, never had any hope of success in cloud without leaning on some form of non-technical manipulation, which is why they were the first on board with DGX Cloud.

Sadly I don't see AMD as the solution, since they too have associated themselves more with Azure than the other clouds.

[SkyMarshal]

> Because AWS and GCP chose to innovate with their own accelerators, Nvidia heavily favoured Azure for a while.

AWS and GCP work on competitors to Nvidia's products, so Nvidia favors Azure who is not doing that, and this is somehow Nvidia's fault or even a problem?

Looks more like Nvidia was hedging its bets in case AWS or GCP succeeded at developing competitive AI chips and then transitioned completely away from Nvidia.

[anyoneamous]

It's not a problem from Nvidia's perspective, and AWS/GCP wouldn't have a right to complain - but users might reasonably conclude that this is a problem, and likewise regulators might consider it unacceptable for Nvidia to have this much market power, if they actually had the technical expertise to examine such things.