All these predictions are taken from Forbes/Rob Toews' "10 AI Predictions For 2024".
For the 2023 predictions you can find them here, and their resolution here.
You can find all the markets under the tag [2024 Forbes AI predictions].

• I will resolve to whatever Forbes/Rob Toews say in their resolution article for 2024's predictions.

• I might bet in this market, as I have no power over the resolution.
  

Description of this prediction from the article:
Most organizations do not pay Nvidia directly for GPUs. Rather, they access GPUs via cloud providers like Amazon Web Services, Microsoft Azure and Google Cloud Platform, which in turn buy chips in bulk from Nvidia.

But Amazon, Microsoft and Google—Nvidia’s largest customers—are fast becoming its competitors. Recognizing how much value in AI today accrues to the silicon layer (for evidence of this, look no further than Nvidia’s stock price), the major cloud providers are all investing heavily to develop their own homegrown AI chips, which will compete directly with Nvidia’s GPUs.

With the cloud providers looking to move down the technology stack to the silicon layer in order to capture more value, don’t be surprised to see Nvidia move in the opposite direction: offering its own cloud services and operating its own data centers in order to reduce its traditional reliance on the cloud companies for distribution.

Nvidia has already begun exploring this path, rolling out a new cloud service called DGX Cloud earlier this year. We predict that Nvidia will meaningfully ramp up this strategy next year.