Yeah obviously, but I just think of it in layers. Selling a product vs renting is a different business but closely related. Microsoft made their entire Cloud and O356 business by renting products they used to sell. Then to compete directly with Anthropic and OpenAI, it would need DCs to start. It can rent its own hardware back from cloud providers like Anthropic does or build DCs and rent to others and its own use.

It's basically the entire Anthropic IPO model too right? Start with the model, then get into productivity, design, and slowly other businesses and companies with your AI. I agree with another post here that Nvidia didn't seem particularly AGI pilled, but they are certainly DC pilled.