OpenAI is supplying the software underlying the productization. I would consider it far more likely that Meta or Google releases free software that becomes the

OpenAI is supplying the software underlying the productization. I would consider it far more likely that Meta or Google releases free software that becomes the new standard than that AMD/ARM/Intel manage to steal a significant amount of NVidia's business. And even if AMD came out with something just as good tomorrow, it's not like 2x the production capabilities would significantly hurt the price point for AI hardware.