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.
well played tbh
Nassim Taleb would argue the polar opposite of this.
I like the article. Starting to make assertions about benefits seems premature.