Nvidia is deliberately fragmenting the GPU market
Akash Mainnet 6 Livestream (Akash Network)
“What Nvidia is choosing to do is distribute the chips, fragment the market, so that they have more control over the customer. So the chips are right now distributed to companies like CoreWeave, Lambdas… about 20 of these smaller cloud providers that have direct access to Nvidia.” — 01:48:37
Context: His supply-side thesis: you “cannot get H100s and A100s on Amazon” because hyperscalers built competing chips, so Nvidia treats them as competitors — and a marketplace that re-aggregates the fragmented supply (Akash) becomes the ideal one-stop shop.