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I'm wondering what will happen when competition finally shows up. While I'm not an expert, I'm sure cloud providers would love to stop paying high prices for hardware. CUDA seemed like the roadblock,, but that can only last so long right?

Disclaimer: It's been a while since I've worked on an implementation involving GPUs.

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Nvidia has released Enterprise AI suite in 2022 as the first company in the world.

While everyone thinks that CSP will catch up with Nvidia in chips, Nvidia is actually working in displacing CSP in their domain which is SaaS. Nvidia has already NIMs which go into the category of AI development/deployment as a service.

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