> Same for the likes of Nvidia I understand the logic behind Google's position. What's the logic in Nvidia being similar? Nvidia makes graphics chips and they

> Same for the likes of Nvidia I understand the logic behind Google's position. What's the logic in Nvidia being similar? Nvidia makes graphics chips and they are a large portion of the market at around two-thirds, but it's not like AMD doesn't exist. While Nvidia is doing very well, Intel looked to have an unassailable position and then they had some bad years and AMD caught up and Apple moved to their own chips. I'm not saying that Nvidia isn't a great company, but Intel was completely destroying all its competition for a long time and then found itself in a bad place it needed to recover from. Couldn't Nvidia find itself in the exact situation that Intel was in? Sure, it wouldn't be due to fabs, but it could be due to something else.