[dmboyd]

Aren’t they already supply constrained? Seems like this would be counterproductive in further limiting supply vs a strategy of commoditizing your complements. This seems closer to PR designed to boost share price rather than a cogent strategy.

[mikeryan]

Huh. I view it the other way. If you’re supply constrained go straight to the consumer and capture the value that the middlemen building on top of your tech are currently profiting from.

[MattRix]

They’re only supply constrained on the chips themselves. Selling fully integrated racks allows them to get even more money per chip.

[energy123]

  > Further limiting supply

Even if they don't increase their GPU production capacity, that's not "limiting" supply. It's keeping it the same. Only now they can sell each unit for a larger profit margin.

[dboreham]

In MBA-speak this is "capturing more of the value chain".