Seems like a tale already told on "Only The Paranoid Survive" by Andrew Grove. Now Jensen should add some chapters. BTW I just discovered that their web page/brand is fully invested in AI, the title is: "World Leader in Artificial Intelligence Computing".
I am curious about your PaaS because we were analyzing that business for fun first. A small thread here in HN: https://news.ycombinator.com/item?id=39329764