Nvidia has shown time and time again, they will royally fuck over anyone they have to in order to drive profit.
Then, if they dare talk negatively about them, they will just discontinue their access to hardware.
Not saying AMD is a savior, but having only ONE option will lead to long term issues.
I do hope that AMD gets their shit in order because we need the competition to keep this space energized.
Yup - which is exactly what is going on in the cloud space right now.
Because AWS and GCP chose to innovate with their own accelerators, Nvidia heavily favoured Azure for a while. Recently, GCP seem to have capitulated somehow and so are back on the bandwagon. Oracle, of course, never had any hope of success in cloud without leaning on some form of non-technical manipulation, which is why they were the first on board with DGX Cloud.
Sadly I don't see AMD as the solution, since they too have associated themselves more with Azure than the other clouds.
AWS and GCP work on competitors to Nvidia's products, so Nvidia favors Azure who is not doing that, and this is somehow Nvidia's fault or even a problem?
Looks more like Nvidia was hedging its bets in case AWS or GCP succeeded at developing competitive AI chips and then transitioned completely away from Nvidia.