>Similarly, if AI applications become democratized and accessible to all enterprises, not just the hyperscalers, then it is Nvidia who will be positioned to pic

>Similarly, if AI applications become democratized and accessible to all enterprises, not just the hyperscalers, then it is Nvidia who will be positioned to pick up the entirety of the long tail. How does this square with Cloud providers themselves being hyperscalers ? What's to stop Google/AWS/Microsoft's hardware divisions from outpacing Nvidia since those businesses themselves may need the hardware and can then provide it to end users of their cloud platforms.