Microsoft Azure is a pretty big cloud provider, and Qualcomm as well as AMD target the data centre all the time. Add the fact that they need reliable code with reliable hardware and the ability to put up new infrastructure quickly.

It wouldn’t be the first time various hardware vendors get together to form a shared standard. In fact, I’d say the times it does happen it’s more often good than bad, and NVIDIA enjoying yet another advantage is something I see as a bad thing.

But seeing as Google is involved the whole thing will be hyped, neglected, nerfed and then scrapped for a new standard within the next 5 years.