I like this question. You raise a very good point. Occam's Razor tells me the simplest explanation is "core competency". Running AI-SaaS is just a very different business from creating GPUs (including the required software ecosystem). As a counterpoint: Look at Microsoft. Traditionally, they have been pretty good at writing (and making money from) enterprise software, but not very good at hardware. (XBox is the one BIG exception, I can think of.)