[torpfactory]

Nvidia is in an interesting spot - trying to create chips and toolkits for self driving without anyone actually having created the full self driving solution yet. How do you know that if you buy the new AGX chip from them you'll actually end up with a product someone will buy? Some of the other tier one suppliers (I'm looking at you, Continental) are kind of in the same boat.

[stoops]

If you're not doing your own chip design and fab, there's really no one else in town to buy from. AMD, Intel have fallen well short in GPUs. TPUs from Google/Amazon are a more likely threat long-term.