Here's a fundamental: Meta is spending $10B/year on NVIDIA. You can bet Microsoft will be spending $15B/yr, Apple probably $3B, and the US Gov $2-5B. Anyone who

Here's a fundamental: Meta is spending $10B/year on NVIDIA. You can bet Microsoft will be spending $15B/yr, Apple probably $3B, and the US Gov $2-5B. Anyone who wants to get in on AI or HPC is going to buy NVIDIA headless GPUs. The reason no one uses ATI is because their dev support is a disaster.