[brokencode]

I feel like they’re not going to want to go into direct competition with their most valuable customers.

[entangledqubit]

Haven't most of the most valuable customers already started rolling their own Nvidia hardware replacements?

[seabrookmx]

Hedging maybe. But there's no real competition currently.

[whimsicalism]

their most valuable customer is cloud providers and they’re already taking big stakes and picking winners