NVDA controls production and distribution of a limited resource. OpenAI has no definitive control on the service they provide, eg any one that can provide more

NVDA controls production and distribution of a limited resource. OpenAI has no definitive control on the service they provide, eg any one that can provide more value or cheaper on Nvidia hardware is a direct competitor that may be able to afford to pay more for hardware, limiting OpenAI access to its critical ressource. Hence nvidia is the elephant that structurally takes the money, the ones that make the safest big returns on long term.