[bleepblap]

In the west, there's no actual competitor to NVIDIA hardware. Yes, people make other chips, but nothing is a serious drop-in replacement for the nv stack. Between the networking and software, they're truly a different "thing" of accelerator, and I don't consider them fungible at all. The US government tried to build 3 supercomputers with each of nvidia/amd/intel accelerators and you can see how it went

[HarHarVeryFunny]

Well, in a largely token-based AI market it doesn't matter what hardware you use to generate those tokens - Google use TPUs, Amazon/Anthropic use Trainium, Musk is apparently contracting with Samsung to have his own chips built...

I expect that Google are renting SpaceX NVIDIA GPUs so they can resell to corporate GCP customers at higher rates, but if the AI growth story remains intact then I would expect the GPU-agnostic token demand to be much higher than the NVIDIA-specific rental demand.

[JumpCrisscross]

> there's no actual competitor to NVIDIA hardware...I don't consider them fungible at all

Which is why nobody should claim NVIDIA makes a commodity.