I’d estimate that fraction of Nvidia’s dominance that’s dependent on their distinctive advantages in kernel primitives (add vs. multiply) would be a rounding er

I’d estimate that fraction of Nvidia’s dominance that’s dependent on their distinctive advantages in kernel primitives (add vs. multiply) would be a rounding error in FP8. The CUDA tooling and ecosystem, VLSI architecture, organizational prowess… all matter at multiple orders of magnitude more.