Techcrunch mentioned it was $700M

NVIDIA's vertically integrating their platform and making it the single place for your AI infra needs - pretty cool

I don't share your enthusiasm for monopolies

It's cool if you're Nvidia, work for them or own stocks. Not so much otherwise.

Reading Stratechery has got a lot of people talking like a buy-side equities analyst when discussing companies. Vendor lock-in is now a good thing. /s

Is this not the same argument? There are like 20 startups and cloud providers all focused on AI inference. I'd think application layer receives the most value accretion in the next 10 years vs AI inference. Curious what others think