Nvidia is a shovel maker. If you only have 1-2 shovel buyers, buyers who've started on making their own shovels in-house, then you run the risk of being trapped

Nvidia is a shovel maker. If you only have 1-2 shovel buyers, buyers who've started on making their own shovels in-house, then you run the risk of being trapped in a monopsony. You lose 1 shovel buying client and then you might be insolvent before too long.