Nvidia\Microsoft\Apple Nvidia has a huge moat and demand for compute in 10 years will be like 1 million x or more what it is now. Microsoft will anti-competit

Nvidia\Microsoft\Apple Nvidia has a huge moat and demand for compute in 10 years will be like 1 million x or more what it is now. Microsoft will anti-competitively bake AI into the OS; then release a smartphone with AI baked into it and integrate it into everything else and clobber Google/Android. Apple for similar reasons, whatever works for MS they will also do eventually.