[throwaway2037]

I like this question. You raise a very good point. Occam's Razor tells me the simplest explanation is "core competency". Running AI-SaaS is just a very different business from creating GPUs (including the required software ecosystem). As a counterpoint: Look at Microsoft. Traditionally, they have been pretty good at writing (and making money from) enterprise software, but not very good at hardware. (XBox is the one BIG exception, I can think of.)

[fragmede]

Except for the place where they're good at hardware, they're not good at hardware? I mean that's true, but a bit of a twist of logic, wouldn't you say?

[zer0c00ler]

Microsoft's mice and keyboards also were exceptionally good