No, did you miss the first half of my comment?
If NVIDIA is forced to compete on price, they're screwed unless they can find more customers. They aren't the only game in town for accelerators any more.
If NVIDIA is forced to compete on price, they're screwed unless they can find more customers. They aren't the only game in town for accelerators any more.
Yes nVidia is not the only game in town, but that's no more or less true regardless of whether there are a bunch of competing providers.
Apple is working on an enterprise server. Google TPU revenue growth is crazy. Even AMD is finally usable for ML. All the frontier labs have chip teams and it's not to keep buying from Nvidia.
If it wants to avoid being dependent on its biggest clients it needs to make sure the hyperscalers have competition, and preferably competition that doesn't want to get into the chip design business.