This has been developing for a while... The big players have basically been competing for allocations of a set production, so NVIDIA negotiated into the allocations that some % of the compute capacity they "sell" them is reserved and exclusively leased back to NVIDIA.
So now NVIDIA has a whole bunch of cloud infrastructure hosted by the usual suspects that they can use for the same type of business the usual suspects do.
So now NVIDIA has a whole bunch of cloud infrastructure hosted by the usual suspects that they can use for the same type of business the usual suspects do.
well played tbh