They might, but I am skeptical of this idea. The story of the past fifteen years in enterprises has been pretty clear: Move things to the cloud, we don't want to manage data centers. There are notable exceptions, but by-and-large that's the trend, and I don't understand why people believe this will suddenly reverse in the era of AI. Running a GPU cluster is substantially harder and more expensive than any other cloud resource. These companies don't even want to run their own Microsoft Exchange servers anymore, and you think they'll want to run an NVL72?

To be clear, I don't like this trend, and I strongly believe most companies are better off owning as much of their technology stack as possible, working with partners to help maintain it rather than making themselves lesser by working with AWS/GCP/Azure; but it is the trend.

Something like Azure Foundry w/ ZDR is more likely. And yeah, its possible that Ant will find competition from those kinds of providers. But Ant will also find revenue from those providers, and its hard to say where things will land in the end.