And Nvidia has a target on its back right now. It's priced like it's the only game in town, but AMD, Google, Meta and Intel have varying degrees of competing chips for AI use.
They don't sell it, but they could if Nvidia started charging too much, and some of these are going into Meta datacenters instead of Nvidia.
Intel makes the Arc. It's probably the least viable competitor in that list, but the fundamentals are there, so some about of focus and investment could result in a viable competitor.
