Info HPE to Acquire Supercomputer Maker Cray, Take on IBM

Future High Performance Computing-as-a-Service and artificial intelligence / machine learning analytics through HPE GreenLake
I'm just imagining a big lake that's green from all the algae whose growth is accelerated by the waste heat from their datacenter. After a few expansion & upgrade cycles, it could turn into DryLake.
 
I'd imagine another reason AMD benefits is that Nvidia has Mellanox and Intel has OmniPath. To the extent Cray is now mainly about interconnects, it brings less value to a partnership with Blue or Green.

BTW, Redhat (which IBM bought) has been making a lot of contributions to the open source driver for Nvidia GPUs. I don't know if they contribute as much to AMD's open source driver, since a lot of that work is actually done by AMD.