I expect we'll get there in a few years, so perhaps this is Nvidia taking an early step in that direction.
In that case, this goes against Anthropic and OpenAI's business models. Which is a double whammy after Jensen Huang's recent comment about how agentic coding will only increase demand for software engineers, not reduce it.
So it also feels like a part of a budding shift in the competitive tension between the various parts of the AI supply chain.