Nvidia, the undisputed leader in GPUs, enjoys a reputation akin to bitcoin in the AI world: a symbol of stability, dominance, and undeniable value. On the other hand, new GPU-rental cloud providers like CoreWeave and Lambda Labs feel more like meme coins—hyped up, fast-appreciating assets whose valuations often beggar belief. They have secured staggering fundraising and won major contracts, making it look like these outfits are set to redefine the AI infrastructure market.
Yet skepticism abounds. While Nvidia sells its own proprietary technology at eye-popping margins and the hyperscalers (AWS, Azure, Google Cloud) offer a wide range of services that subsidize each other, these pure play GPU “rental” businesses rely heavily on scarcity and timing. As supply grows and competition i
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