It comes down to how many of these offerings can deliver value worth $X/month to fund the multi-billion dollar ventures behind them, where companies find that they are willing to pay that $X per seat for it.
There must be at least 6 major players among OpenAI, Microsoft, Google, Meta, Apple, Stability, and more that I haven't kept track of. NVIDIA has no way of knowing how viable all these businesses are in the medium term, they know how many GPUs they're buying while investment capital is flowing to them.
There must be at least 6 major players among OpenAI, Microsoft, Google, Meta, Apple, Stability, and more that I haven't kept track of. NVIDIA has no way of knowing how viable all these businesses are in the medium term, they know how many GPUs they're buying while investment capital is flowing to them.