I think that the expectation is that NVIDIA is in somewhat of an unreasonable position right now (and for the immediate future) where they're getting about 80%

I think that the expectation is that NVIDIA is in somewhat of an unreasonable position right now (and for the immediate future) where they're getting about 80% gross margins on their datacenter GPUs. This is an extremely juicy target for competitors, and even if competitors manage to produce a product that's half as good as NVIDIA, NVIDIA will have to cut prices to compete.