Comment by bradfa

Seems to make sense, if Poolside is selling a product which requires (or strongly recommends) that Poolside customers have on-prem or private cloud compute capability in order to fully integrate all the tools, right now that compute need is likely going to be filled by using NVIDIA hardware. So even if NVIDIA isn't selling a ton of hardware directly to Poolside, NVIDIA is likely going to sell a whole bunch of hardware to businesses using Poolside's solutions.

As much as the whole AI thing feels like a bubble, this feels less round-trip-like to me than some of the other recent deals which have been in the press.