> but Nvidia themselves are trying to spin up their own cloud provider offering, and unsurprisingly don't want to help a competitor
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.
>>mattfe+(OP)
Fair point! I think that's a recentish pivot though (past 2-3 years). I vaguely remember that in the late 2010s they were building and testing DGX Cloud as it's own standalone offering, but I might be wrong and confusing some other offerings they were working on.