Hard to imagine anyone competing with AWS/GCP/Azure for slices of GPUs/TPU. AFAIK, most major models are available a la carte via API on these providers (with a few exclusives). I can’t imagine how anyone can compete the big clouds on serving an API, and I can’t imagine them staying “non compliant” for long.
Maybe, but when selling a SAAS here, big clients will always ask what cloud provider you use. Using an European one is always a plus, if it isn't simply required.
Hard to imagine anyone competing with AWS/GCP/Azure for slices of GPUs/TPU. AFAIK, most major models are available a la carte via API on these providers (with a few exclusives). I can’t imagine how anyone can compete the big clouds on serving an API, and I can’t imagine them staying “non compliant” for long.