[deepfriedbits]

Bingo. They see this as the future commodity it will be. Customers will choose AI providers much way they choose a car: taste, price, a few other factors.

And to your point, Google has a massive balance sheet, produces their own AI chips, and is not going anywhere anytime soon.

[kube-system]

People are not even going to choose their AI providers in the future, it's going to be a part of some other product.

[deepfriedbits]

I could totally see that