Cloud will buy less NVDA chips, and since they're related goods, prices will drop.

Pricing is based on competitors more than demand.

You own any GB200s?

You will own nothing and you will be happy.

Seriously yes. I don’t want to own rapidly depreciating hardware if I don’t have to.

I don’t want to own open source software and I’d prefer if culture was derived from and contributed to the public domain.

I’m still fully on board with capitalism, but there are many instances where I’d prefer to replace physical acquisition with renting, or replacing corporate-made culture with public culture.

Nvidia cloud instances have competition. What happens when you get vendor lock in with TPU and have no exit plan? Arguably it's competition that drives value creation, not capitalism.

Just don’t let yourself get stuck behind vendor lock-in, or if you do, never let yourself feel trapped, because you never are.

Whenever assessing the work involved in building an integration, always assume you’ll be doing it twice. If that sounds like too much work then you shouldn’t have outsourced to begin with.

Switching costs are a thing everywhere in the economy. Measure twice cut once. Planning on doing the work twice is asinine.

Then you shouldn’t have outsourced to begin with.

Oh, you own the generator for you GPU as well?

And time, energy to maintain that.