[karmasimida]

You have missed the point

Nvidia has probably monopolized several upstream supplies to manufacture critical chip components for next 2 years, the HBMs and Optics component from LITE, as well as TSM capacity. Let alone those power components they funded themselves.

Let's say you have a genius design, but you will have it close to impossible to compete with Nvidia in getting it to volumes.

Jensen is a player, he isn't fooling around with all these Asian trips just to wine and dine

[zozbot234]

nVidia can only 'monopolize' these components for itself inasmuch as other industry players are not seriously interested in them. This can change rather quickly.

[karmasimida]

How ? Define quickly please.