Can someone explain to me how Nvidia chooses who they sell chips to. As far as I can tell there are dozens of companies out there trying to build out these data centres; all frontier labs to some extent, all the hyperscalers, the neoclouds. The demand for Nvidia chips outstrips supply by a decent margin. There must be so much that goes into this - the commitment from musk to exclusively use Nvidia, the weird equity deals, etc. For example, is Google just completely unable to buy GPUs at this point because Nvidia sees the TPU as a threat?
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Can someone explain to me how Nvidia chooses who they sell chips to. As far as I can tell there are dozens of companies out there trying to build out these data centres; all frontier labs to some extent, all the hyperscalers, the neoclouds. The demand for Nvidia chips outstrips supply by a decent margin. There must be so much that goes into this - the commitment from musk to exclusively use Nvidia, the weird equity deals, etc. For example, is Google just completely unable to buy GPUs at this point because Nvidia sees the TPU as a threat?