I'd equate Nvidia to being the seller of materials needed to make a specific shovel shown to be very good at digging gold. Microsoft and their kiln are buying a

I'd equate Nvidia to being the seller of materials needed to make a specific shovel shown to be very good at digging gold. Microsoft and their kiln are buying all the materials to make their own shovel shop. They're also buying their own shovels. But that's probably being too pedantic here.