They have the highest prices of any cloud. What happened to “your margin is my opportunity”?
And, as far as I know, customers are unable to allocate a VM with fewer than eight A100, H100, or H200 GPUs. (Please tell me how if I’m wrong.)
So, customers are incentivized to use other cloud products for GPUs in the short term.
They seem to be heavily invested in their own chips in the medium term.
I thought Jensen recently said he does not want to offer their own cloud offering. He instead wants to focus on creating ready made solutions for cloud vendors to purchase & re-sell services with.