This sounds like a win for nVidia in any case, since it'll entrench their RTX, CUDA, NVENC and DLSS moats, making them ubiquitous targets for games and driving

This sounds like a win for nVidia in any case, since it'll entrench their RTX, CUDA, NVENC and DLSS moats, making them ubiquitous targets for games and driving purchasing decisions in the future. But they'll need to wade out a generation for that - which probably isn't the first time.