Simple, while they are working to replace them, Nvidia is working to replace them as well. Nvidia AI Enterprise has been availble for 2 years and growth is expo

Simple, while they are working to replace them, Nvidia is working to replace them as well. Nvidia AI Enterprise has been availble for 2 years and growth is exponentially. It's $4500 per GPU license and SaaS business for Nvidia. Last year Nvidia SW run rate was $1b, this year it's $2b according to CFO. SW revenue is 100% YoY and expect that number to rise. If Nvidia can utilize $4500 for very 2nd GPU they ship in then next 10 years then in 10 years Nvidia will make more revenue annually with SW only than today total. And that is just the beginning and shows the power of a platform. Do you think Apple dominates because of the great iPhone HW or iOS? Think about that and you'll understand why Nvidia will continue to grow and surprise.