I read their comment as meaning that Nvidia should prioritise a specific kind of consumer/prosumer hardware. Nobody is running H100s at home, nor are most vide

I read their comment as meaning that Nvidia should prioritise a specific kind of consumer/prosumer hardware. Nobody is running H100s at home, nor are most video companies running ones. So the choice for them is to "rent" them from Google, or... invest a lot in almost impossible to obtain Nvidia hardware? One has lower initial cost, and is available now.