Sort of, while yes this uses Nvidia, one of Nvidia's moats or big advantages is its rack scale integration. AMD and other providers just can't scale up easily, they are behind in terms of connecting tons of GPUs together effectively. So doing this part themselves instead of buying Nvidia's much-hyped (deservedly) NVL72 solution, which is a nonpareil rack system with 72 GPUs in it, and then opensourcing it, opens the door to possibly integrating AMD GPUs in the future and this hurts Nvidia's moat.