> This is a textbook situation that would be perfect for a competitor to come in and undercut. They already are undercutting. Some business that are really in

> This is a textbook situation that would be perfect for a competitor to come in and undercut. They already are undercutting. Some business that are really into hyper-scaling are already pouring man-hours into making those "undercut" alternative products work. Specifically because sometimes you can't affort Nvidia at that scale. Or they have a large enough scale that they can make it work with suboptimal tech. It's just that for most business the man-hours required to make "undercut" products work still aren't cheap enough to win in cost-benefit.