Ben Gilbert: preference

Transcript context

…Case in point, Microsoft is the exclusive cloud infrastructure provider for OpenAI, which runs as far as we know solely on Nvidia infrastructure, but they buy it all through Microsoft. On the other hand, the experience that customers are demanding is the full stack Nvidia experience. Not this, oh you found the cheapest possible cost of goods sold way to offer me something that’s like the experience that I want. Sometimes, the cloud providers have to offer me an A100 or an H100 because my code is way too complicated to ever re-architect for whatever accelerated computing devices they’re offering me that’s first party and cheaper for them. I don’t know. I just think for the first time in the last five years or so, I’ve cocked my head a little bit at the moat of these existing cloud providers and said, huh, maybe there really is a vector to compete with them and cloud is not a settled frontier. Well—this is pejorative here—cloud is a euphemism for data centers. There’s so much more to the hyperscalers and public clouds than just data centers.…

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