I don't think this problem is going to be solved by hyper scalers offering their own accelerators. They probably offer better price to performance, but try to lock you into their ecosystem.

With the Nvidia solution you have at least another option. Vendor agnostic, but Nvidia lock in.

If most ML startups, one hyper scaler and at best also AMD, would go with one common backend, then it might get enough traction to become *the* standard.