[cheselnut]

NVIDIA's vertically integrating their platform and making it the single place for your AI infra needs - pretty cool

[Hrun0]

I don't share your enthusiasm for monopolies

[Rinzler89]

It's cool if you're Nvidia, work for them or own stocks. Not so much otherwise.

[rchaud]

Reading Stratechery has got a lot of people talking like a buy-side equities analyst when discussing companies. Vendor lock-in is now a good thing. /s