I'm not sure about that. NVIDIA seems to stay in a dominant position as long as the race to AI remains intact, but the path to it seems unsure. They are selling

I'm not sure about that. NVIDIA seems to stay in a dominant position as long as the race to AI remains intact, but the path to it seems unsure. They are selling a general purpose AI-accelerator that supports the unknown path. Once massively useful AI has been achieved, or it's been determined that LLMs are it, then it becomes a race to the bottom as GOOG/MSFT/AMZN/META/etc design/deploy more specialized accelerators to deliver this final form solution as cheaply as possible.