Huh? Nvidia does three things well: - They support the software ecosystem - Cuda isn't a moat, but it's certainly an attractive target. - They closely follow f

Huh? Nvidia does three things well: - They support the software ecosystem - Cuda isn't a moat, but it's certainly an attractive target. - They closely follow fab leaders (and tend not to screw up much on logistics). - They do introduce moderate improvements in hardware design/features, not a lot of silly ones, and tending to buttress their effort to make Cuda a moat. None of this is magic. None of it is even particularly hard. There's no reason for any of it to get stuck. (Intel's problem was letting the beancounters delay EUV - no reason to expect there to be a similar mis-step from Nvidia.)