Personally I think servers are hard to get into because you rely on scoring big deals against Intel/AMD and the shipment volume is rather small compared to othe

Personally I think servers are hard to get into because you rely on scoring big deals against Intel/AMD and the shipment volume is rather small compared to other markets. However, being able to provide decent ML to cars, cell towers, buildings etc at a reasonable price/power budget has the potential for much larger volume albeit at a smaller profit margin. NVIDIA is largely uncontested in ML acceleration so they have a unique selling point in an embedded market that's waiting for big disruption.