They might. Elon will probably use his SpaceX/xAI spend (future SpaceX space datacenter dollars) as leverage. NVIDIA is so used to doing such deals by now, they’ll probably take it.

at 42,000 employees and their own (infinite) compute on hand, there has to be at least one plucky junior internally who is suggesting using the open source equivalents, internal / open models and saving a big pile of money.