I wouldn't be surprised if we see some major acquisitions or mergers happening in the next few years by one of the independent AI vendors like OpenAI and Nvidia.
Considering they have a pure service in selling Geforce Now (game streaming), that doesn't seem in any way far fetched.
why? selling GPUs is way more profitable
Why sell when you can rent?
so you don't get stuck with many billions of dollars in useless GPUs and data centers when the bubble pops
That's what Coreweave etc does and Nvidia already invests in them (i.e. has a stake).
Sell a whole infrastructure is more profitable than sell components, and also put the customers in “sandboxes” with you.