I think you nailed it. Any basic SWOT analysis of NVidia’s position would surely have to consider something like this from a competitor - either Apple, who is a

I think you nailed it. Any basic SWOT analysis of NVidia’s position would surely have to consider something like this from a competitor - either Apple, who is already nibbling around the edges of this space, or AMD/Intel who could/should? be. It’s obviously not guaranteed to go this route, but an LLM (or similar) on every desk and in every home is a plausible vision of the future.