They use many clouds. But LLM should be their core business and they usually don’t outsource that.
That's not how s/w or any development work. Even if there is a team working on M4 SuperUltra++ which competes with H100, in meanwhile, s/w team will continue to use what is available which may be Intel/AMD PCs with Nvidia GPUs or GoogleCloud/Azure/AWS.
Sure, but there’s also the possibility that they aren’t developing the SuperUltra++