All those customers are also building their own chips.

Having been a partner for Microsoft research I've also had them try and patent the stuff we were providing them.

In short with megacorps the only winning move is to fuck them faster than they can fuck you.

That’s a beautiful conclusion

Customers of those services have a lot of considerations, as long as Nvidia doesn’t undercut the prices too much, I think no.

Getting more developers creating more models that can then be run on those services will likely expand business for all of those vendors.