[gitfan86]

I'm not saying it is impossible for other companies to build good and profitable products. Google, AMD, Tesla all have good AI systems.

I'm saying NVDA uses their own chips to help build more chips, AND they are intricately involved in the buildout of the 100B data centers and intricately involved in TSMC roadmaps. That with the combination of huge profits that are increasing create even more advantages over competitors.

Obviously this doesn't go on forever, NVDA will never have 100T of profit in a quarter. Years from now the feedback loops will have diminishing returns and there will be commodity AI systems eventually.

[latchkey]

I did not use the word impossible. Nobody is arguing that Nvidia won't be the dominate player for a long time. That does not mean that there isn't a good business in being in the game.

> Years from now the feedback loops will have diminishing returns and there will be commodity AI systems eventually.

Maybe, but the cat is out of the bag. Before it was a question of Moore's law and speed, but nobody talks about that anymore... all they talk about is that the need for raw compute (not even the fastest), is officially boundless.