How could their moat possibly be deeper? First of all you need hardware with cutting-edge chips. Chips which can only be supplied by TSMC and Samsung. Then yo

How could their moat possibly be deeper? First of all you need hardware with cutting-edge chips. Chips which can only be supplied by TSMC and Samsung. Then you need the software ranging all the way from the firmware and driver over something analogous to CUDA with libraries like cuDNN, cuBLAS and many others to integrations into pytorch and tensorflow. And none of that will come for free, like it came to Nvidia. Nvidia built CUDA and people built their DL frameworks around it in the last decade, but nobody will invest their time into doing the same for a competitor, when they could just do their research on Nvidia hardware instead. Realistically it's up to AMD or Intel.