[shortoncash]

I think the market gave too much weight to crypto with regard to Nvidia. The growth story for the company is still there.

The article is talking about other companies designing for their own custom needs, but I think the mindshare has largely already been captured by Nvidia. Why? Because their software stack, even with its quirks, is still better than a lot of what else is out there. In the current marketplace, deploying custom GPU solutions without Nvidia products is really painful and something only someone who enjoys pain would undertake.