The ecosystem nvidia has built and maintains is a KEY differentiator. Basically, for machine learning, AMD is nowhere - the ecosystem is on nvidia (provided yo

The ecosystem nvidia has built and maintains is a KEY differentiator. Basically, for machine learning, AMD is nowhere - the ecosystem is on nvidia (provided you can buy their stuff). If they can't deliver, then whatever crazy thing AMD is trying in this space (been a few tries) may take hold more. Getting developers access to nvidia becomes key then - games / machine learning tooling etc all then gravitates that way. For gaming you do end up with some options. Nvidia / AMD / Intel. Wide range here, but been pretty steady need for graphics including top end and lower end options. The OEM's are also customers in this space, everyone going to remote work with virtualized workloads as well if they need a graphics option there and more. Yes, they are segmenting, but in short run they are giving up $ they would get by selling all stuff with full Eth enabled and perhaps auctioning cards. They'd make a ton in short run, but a few user bases would abandon them. It really is not going to be good for their business if they have another 6 months of supply issues.