The Altra does look great, but there's a spotty history of smaller players building products in this space and not making it. Nvidia has staying power, and nobo

The Altra does look great, but there's a spotty history of smaller players building products in this space and not making it. Nvidia has staying power, and nobody will be worried about whether they'll go bankrupt mid rollout. I completely missed their deal with Oracle, though. That's pretty cool. To be clear, in my opinion the shift is going to happen regardless of whether Nvidia steps in - I just think they could accelerate it significantly and it would benefit them to do so.