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I wonder what is NVidia's play here. Do they want to build their own models and compete with the likes of MS and GOOG?

Elsewhere the CEO was saying that NVidia wants to build it's own platform (whatever that means), so I'd have expected they'd build an SC like this on their own.

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My guess is that by having AWS build it, they have a deal to then allow it to be used in the spot market when idle, something they wouldn’t be able to do if they ran the platform.

Spot usage could make a decent profit in addition to training anything they want.

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