nVidias moat is not just their hardware, but also software - e.g. CUDA (you need a nVidia card), RTX and DLSS (these are big flagship features of 3xxx series an

nVidias moat is not just their hardware, but also software - e.g. CUDA (you need a nVidia card), RTX and DLSS (these are big flagship features of 3xxx series and need special software support). If people using the nVidia software libraries - ML edu organization, gamers and game developrs - can't get their hands on their software, they won't use nVidias proprietary libraries and ignore their market differentiation features. This makes nVidia's moat against competition worse in the longer term while serving finnicky cryptobros in the short term. nVidia doesn't want that.