[jillesvangurp]

Software will bridge the gap. There are simply too many competing platforms out there that are not Nvidia based. Most decent AI libraries and frameworks already need to support more than just Nvidia. There's a reason macs are popular with AI researchers: many of these platforms support Apple's chips already and they perform pretty well. Anything that doesn't support those chips, is a problem waiting to be fixed with plenty of people working on fixing that. If it can be fixed for Apple's chips, it can also be fixed for other people's chips.

And of course there is some serious amount of money sloshing around in this space. Things being hard doesn't mean it's impossible. And there's no shortage of extremely well funded companies working on this stuff. All your favorite trillion $ companies basically. And most of them have their own AI chips too. And probably some reservations about perpetually handing a lot of their cash to Nvidia.

If you want an example of a company that used to have a gigantic moat that is now dealing with a lot of competition, look at Intel. X86 used to be that moat. And that's looking pretty weak lately. One reason that AMD is in the news a lot lately is that they are growing at Intel's expense. Nvidia might be their next target.