My intuition tells me GPU utilization is very different. Those services are egress bound. Egress is super elastic and can be scaled to stupefyingly large numbers.

GPU utilization is less scalable. No GPU cloud service is particularly popular. I don’t think any of them are profitable. Having 1:1 GPUs to users use tough.

Gaming is especially difficult because it’s super latency sensitive. Which means you need racks or expensive GPUs sitting in hundreds of edge nodes. I’m super bearish on cloud gaming still.

ML tools aren’t that sensitive. They’ll exist and they’ll be profitable. But I think the economics are tough. And as a consumer I’d still greatly prefer to run locally. Which means there’s a tension between “good for the customer” and “good for the business”.