I agree that I’m uncomfortable with the consolidation of so much of the HPC stack under Nvidia (and would be 10x more uncomfortable if the ARM acquisition went

I agree that I’m uncomfortable with the consolidation of so much of the HPC stack under Nvidia (and would be 10x more uncomfortable if the ARM acquisition went through), but I don’t think there was really a monopoly there. I think the real “market” is networking, not just infiniband, and in that sense there is a ton of competition, just no competition that hits the performance characteristics that Nvidia/Melanox achieve.