Possibly the author of the parent comment was puzzled why does an AI lab not have a specialist who provisions the bare metal. I would think that if the hype died in a week, an AI lab would have other projects which require similar equipment to run.
I agree with your post in general as intuition tell me (without further details about ops situation) that cloud is a competitive fit in this scenario.
I agree with your post in general as intuition tell me (without further details about ops situation) that cloud is a competitive fit in this scenario.