You have missed the point Nvidia has probably monopolized several upstream supplies to manufacture critical chip components for next 2 years, the HBMs and Opti

You have missed the point Nvidia has probably monopolized several upstream supplies to manufacture critical chip components for next 2 years, the HBMs and Optics component from LITE, as well as TSM capacity. Let alone those power components they funded themselves. Let's say you have a genius design, but you will have it close to impossible to compete with Nvidia in getting it to volumes. Jensen is a player, he isn't fooling around with all these Asian trips just to wine and dine