Nvidia, sure. But you’ve got deep pockets companies like Amazon, Google, and Meta that don’t have a current hardware income stream to protect and have a valid

Nvidia, sure. But you’ve got deep pockets companies like Amazon, Google, and Meta that don’t have a current hardware income stream to protect and have a valid business outcome that would justify the eye-watering investment that is required. Said companies have a good talent pipeline and enough prestige that they can spin up an entire business unit to work on it.