At the end of the day compute is a commodity. The cloud hyperscalers will buy whatever product 1. meets their needs, and 2. is cheapest. As soon as a competitor

At the end of the day compute is a commodity. The cloud hyperscalers will buy whatever product 1. meets their needs, and 2. is cheapest. As soon as a competitor releases a product that meets their needs its a race to the bottom in terms of pricing. I just cant see a world where Nvidia never sees meaningful competition.