I mean sure, the markets would have momentarily tumbled. Then, focus would have shifted around a new story, and they would have stabilized. NVDA isn’t the cente

I mean sure, the markets would have momentarily tumbled. Then, focus would have shifted around a new story, and they would have stabilized. NVDA isn’t the center of the universe it thinks it is. If you look at it critically, NVDA isn’t that far off from competitors, if the range overlaps then you can get comparable performance depending on the use case and ML framework used. https://sanj.dev/post/amd-vs-nvidia-ai-workloads-performance-2025 https://sanj.dev/post/amd-vs-nvidia-ai-workloads-performance... I am unconvinced that only Nvidia knows how to make the best GPUs, but they do have a nice software ecosystem.