Oil is a commodity, which wouldn't bode that well for any current compute provider long term.
Nvidia's success in particular seemed to spawn a lot of new chip designs. Quite a few startups, but also AMD and Intel are some degree of serious with their training/inference offerings for datacenter.
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If ASI is on the horizon & is bound by compute, compute effectively is the new oil.
Oil is a commodity, which wouldn't bode that well for any current compute provider long term.
Nvidia's success in particular seemed to spawn a lot of new chip designs. Quite a few startups, but also AMD and Intel are some degree of serious with their training/inference offerings for datacenter.
That "if" is doing a lot of heavy lifting.