This news is much bigger than many probably see. In the end, it means Nvidia is partnering with everyone and their mother to build AI infrastructure. That mean

This news is much bigger than many probably see. In the end, it means Nvidia is partnering with everyone and their mother to build AI infrastructure. That means Nvidia in the end doesn't care if Big CSPs (Azure, AWS, GCP), small CSPs (Coreweave) or Taiwanese HW builders buy their HW. What it also implies is that Nvidia can build AI factory which also require SW on their own. Nvidia DOESN'T need Big Tech at all for AI. Nvidia can address any enterprise on the world with AI enterprise solutions on-prem (100% Nvidia) or cloud (CSPs used for renting). Big Tech is developing their own chips not because of Nvidia making large margin in that market but because Nvidia has a platform which can disrupt Big Tech in AI totally as Nvidia unlike Intel, AMD, Qualcomm, etc. doesn't need Big Tech to run it. But Jensen isn't stupid, today he is all friends with the large CSPs so that they build Nvidia infrastrcuture. Therefore, Nvidia systems are spread, Nvidia earns tons of money and can provide Nvidia Enterprise SW bundled for free. If Nvidia would build infrastructure to rent then it would be a lot of CapEx so better let CSPs build it while you focus on mindshare and spreading of Nvidia SW solutions.