I wonder how much the scarcity and cost of Nvidia GPUs is driving this message? Nvidia is in a perfect "Arms Dealer" situation right now. Wouldn't be surprise

I wonder how much the scarcity and cost of Nvidia GPUs is driving this message? Nvidia is in a perfect "Arms Dealer" situation right now. Wouldn't be surprised to see the next exponential leap in AI models trained on in-house proprietary GPU hardware architectures.