"Platform" can have several different meanings and some people in this thread are picking the most evil meaning as an excuse to shit on Nvidia. It's true that Nvidia is providing the GPU, the CPU, the server, the rack, the network, the drivers, and the orchestration software to run AI training/inference. (If you want that stuff. You could just buy GPUs if you want.) It's fair to call that a platform.

Nvidia is not becoming a cloud provider (beyond a small eval environment perhaps).