Nvidia is deliberately depowering the big clouds
1on1 Greg Osuri - Akash (Jerry V Hall)
“Nvidia consider these cloud [providers] to be competitors… Nvidia is very, very aware and are optimized to remove power from the big guys… they are distributing the chips to smaller providers — be CoreWeave, be Lambda… CoreWeave has about 35,000 H100s, way more than Google ever has.” — 00:36:51
Context: Explaining why startups can’t get H100s on big clouds (Google TPUs, Amazon/Microsoft chip efforts made them Nvidia’s rivals); dated Oct 2023 market intelligence.