This can be just as well phrased as:
> Our frontier AI business is at any given moment in time forgoing short-term development because we are making compute trade-offs to support our cloud business revenues.
> Our frontier AI business is at any given moment in time forgoing short-term development because we are making compute trade-offs to support our cloud business revenues.
Infact all companies, at all times are doing tradeoffs. You and I can be doing something else right now but I'm here on HN replying to you - and that's a tradeoff.
If someone suggests -just do X then you don't have to do a tradeoff, that just sounds wrong to me.
The investors are the ones whose net worth is measured in trillions, and most of the individuals are invested through 401k and pension accounts.