Sure if you want to bake a cake you also need to invent the universe first…

As long open weight models get released; no moats are going to exist. Both windows and Linux are weak comparisons.

Hyperscalers would generally be expected to sell compute to anyone who is willing to pay assuming that supply/demand for datacenter hardware evens out at some point that should become true again.

If money is the only moat, you'll see race to bottom till ROCE goes down to gsec returns.