NVIDIA IS SPEEDRUNNING THE CREATION OF A SYNTHETIC HYPERSCALER

Summary from the TLDR AI newsletter

A hyperscaler is a scaled infrastructure collective of CPUs, networking, and storage with a development platform on top. It pools and smooths the financial obligations of its users, and builds software that makes consumption of the underlying primitives simple by abstracting them away. Nvidia has built software and infrastructure that make it easy to install and run its hardware and also financing products to smooth utilization across a distributed fleet. The complaint that these platforms keep capital tethered to Nvidia and away from other ASICs/accelerators is a moat dressed up as a risk.