No, it’s encouraging competition and cost-cutting in a part of the market they don’t control. This can be a reason for companies to support open source, for exa

No, it’s encouraging competition and cost-cutting in a part of the market they don’t control. This can be a reason for companies to support open source, for example. Meanwhile, the companies running data centers will look for ways to support alternatives to Nvidia. That’s how they keep costs down. It’s a good way to play companies off each other, when it works.