[frontalier]

> I see almost no incentives for NVDA to do so

> as long as they have no real competitors in that space.

?! isn't _avoiding competition_ a good enough incentive for them to improve their offering?

[mrbungie]

And the competition to CUDA is? We're talking about CUDA, not inference chips.

[exe34]

is that competition in the room with us this quarter?