Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPN

Speaker 1: It was just like last year that Nvidia was like, we're going to layer CoreWeave, or we're gonna layer all the neo clouds. I don't know if you remember any of this, but this started back in, like, 2023 post the Chateappity moment.

It goes beyond the title with direct discussion of like, speaker, yeah, including: We're gonna be the front door to compute with DGX Cloud Leptin.

1. 01And you're gonna be able to come to us and deploy whatever resources you are, and we're gonna compete with, like, AWS and Azure and GCP
2. 02It really did feel like Nvidia had some leverage
3. 03We're we're building planet