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> vertically integrate Sounds like they are going the Apple way. How long until we have to pay 30% to get our apps in their AI-Store?

• DevKoala 1y ago
  We already pay a 100% premium on AWS.
  • amelius 1y ago
    At least that premium is not directly proportional to our revenue.
    • DevKoala 1y ago
      Good callout. However, nothing says Nvidia would adopt this margin tactic either.
• diamond559 1y ago
  More like IBM