# Nvidia deprioritized the hyperscalers as competitors

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2023-09-29
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** Akash Network - Chat With a Founder Greg Osuri (Don Cryptonium)
- **Watch at:** 00:32:22 — https://www.youtube.com/watch?v=FDA9wqZmsY8&t=1942s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2023-09-29-nvidia-deprioritized-the-hyperscalers-as-competito-c4xj/
- **Cite as:** Greg Osuri, "Nvidia deprioritized the hyperscalers as competitors," Akash Network - Chat With a Founder Greg Osuri (Don Cryptonium), 29 Sept 2023, 00:32:22. https://www.youtube.com/watch?v=FDA9wqZmsY8&t=1942s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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).