I'd love to see more discussion on the assertion that Google is the only real competitor to Nvidia. I get the angle, but it still feels weird to think of them as competitors. Really odd to think of with how Google appears to be struggling with their AI story at the moment.

It also wouldn't hurt if Google showed anywhere near the discipline that Nvidia has shown over the years. About the only thing Nvidia has done to upset anyone, is to not have open source drivers. Even there, though, many folks are far happier with their closed drivers than they are many of the open alternatives.