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I think the point is that anyone can enter the AI cloud market to compete with the fat cats if they get too pricy. NVIDIA's de-facto standards are the closest thing to a market moat. If AI ends up highly tied to NVIDIA's standards, then NVIDIA could become the Microsoft of AI. It's hard to know how tool chains will evolve to answer that though, it's new territory. (It could be all moot if the bots take over and eat us humans. I taste like chicken.)