Comment by imtringued
7 hours ago
Why does this matter? The deal is supposed to last 10 years. If you don't pay AWS to order Nvidia GPUs for you, Nvidia won't have to deliver them to AWS, they will have exactly the same quantity of GPUs, but this time they can deliver to you.
Because you can spend your 100 billion dollars spread over 10 years.
If you build datacenters, you have to spend that money now.
They're also not paying amazon to order GPUs, they're paying for compute usage of whatever hardware they have.