I have no investment in Nvidia and have no reason to like them or hate them.

But I think this is backwards. I remember 4-5 years ago waiting for AWS and GCP to schedule us an 8GPU machine (gcp had 16 even) for hours while paying them crazy rents for the GPUs that paid the hardware in 2 months of usage. This while components and servers were actually cheap.

The hyperscalers are monopolies that eventually some admin will grow balls and will have to break up. But this is wishful thinking and nVidia didn't do a bad job working them around. Now with other monopolies drying out components like RAM from the market, one can actually rent GPUs with less effort from neoclouds.

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Llamamoe 25 minutes ago | parent | next [-]

It doesn't seem like anyone's going to be breaking up any monopolies in the US anymore in the near future, if ever, excepting some really massive sociopolitical shifts.

	▲	veselin 6 minutes ago \| parent [-]
		And thus nVidia were right to invest in neoclouds. Somehow agreeing to be squeezed would have been the worse option

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dozerly 36 minutes ago | parent | prev [-]

Mm, willing to bet you have significant investment in Nvidia via index funds.

	▲	veselin 11 minutes ago \| parent [-]
		I live in Switzerland and I am not directly invested. But the Swiss national bank owns many us stocks. Pretty sure we are all somewhat connected to nVidia.