[michaelt]

> Do you think that NVidia is happy to not have an online ecosystem to tie to its GPUs, for added (sales) value?

I think nvidia is ecstatic about having commoditised their complement, and having the only ML acceleration option that's available from every cloud provider and on-prem.

Why have Amazon, Google and Microsoft as competitors when you can have them as customers instead?

[nine_k]

This is indeed so. But if NVidia could have some recurring revenue from the GPUs, maybe in the form of leasing GPU farms it runs in a proprietary way, it would also be nice. In that alternative universe, it would still have Google and MS as customers, the way AWS has many large-scale companies as customers.