Yeah, I'm not sure why I would compete with Nvidia on their own turf unless I could do something bigger/better, but Nvidia will always have the advantage of information.
A big reason to buy a Cray is the experience they have. There's not a ton of people who've run large systems as long as they have. The technology may originate from Nvidia but Nvidia doesn't have a 40+ years experience building and supporting massive machines.
Very much this. And, that they have very high-end technicians that are cleared for top secret/classified data centers.