My take is this is mostly a takeout of Amazon’s trainium program, helping Nvidia to cull competition from Amazon in its infancy.
Up until the date of the announcement, poolside was one of Amazon’s largest trainium customers, other than anthropic. This investment from Nvidia kicks one of the legs out from Amazon’s already rickety AI accelerator stool. 40 K in Blackwell GPUs is expensive even with the Nvidia investment. Poolside will likely not have the money to spend an equivalent amount now with Amazon.
Up until the date of the announcement, poolside was one of Amazon’s largest trainium customers, other than anthropic. This investment from Nvidia kicks one of the legs out from Amazon’s already rickety AI accelerator stool. 40 K in Blackwell GPUs is expensive even with the Nvidia investment. Poolside will likely not have the money to spend an equivalent amount now with Amazon.