Nvidia deprioritized the hyperscalers as competitors
Akash Network - Chat With a Founder Greg Osuri (Don Cryptonium)
“Turns out Nvidia deprioritized the big cloud when it comes to giving them chips, because Nvidia considers this big cloud companies as competition… they prioritize… smaller providers like CoreWeave and DataCrunch and Lambda Labs.” — 00:32:22
Context: Explains why AWS/Google/Azure lacked on-demand H100s: they built competing AI chips (TPUs etc.), so Nvidia routes supply to neoclouds it invested in (CoreWeave at ~$8B valuation).