Why $IREN is Pivoting Half Their Capacity to Software Cloud instead of Enterprise Bare Metal Thanks to @alanbialo for pointing out this post. Nvidia has alot of say in Neoclouds' roadmaps. Some behind the scene politics from @SemiAnalysis_ shed light on what's happening: 1. "Many neocloud executives we spoke with feel that if they have non-NVIDIA networking gear on their cluster, or if their cloud has an AMD GPU or TPU offering, NVIDIA will retaliate." 2. "They feel that retaliation includes not giving early allocation or no longer supporting a potential IPO/VC raise." 3. "for neoclouds, executives feel NVIDIA has been using high-pressure tactics to keep them NVIDIA-only." This behavior is not new in the tech industry as Apple is notorious for bullying their suppliers (1), sometimes into
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