But Google Cloud customers also want Nvidia's GPUs, so Google rents and offers Nvidia's competing chips to its customers via Google Cloud. So the startup gets to report an increase in revenue from its cloud business, which in turn boosts Nvidia's stake in the business. Related stories Business Insider tells the innovative stories you want to know Business Insider tells the innovative stories you want to knowCue the Christian Bale in "The Big Short" concerned face. The fact some AI companies are generating revenue from the technology is one reason some analysts are hopeful Silicon Valley's big tangled love-in will pay off. "By no means am I saying there is no risk," Moorhead tells Business Insider.