Are M1 GPUs available for data center deployment at scale? Are Google TPUs available outside of Google? Can Amazon or Microsoft or other third parties deploy them?
Anyone that wants off the shelf parts at scale is going to turn to Nvidia.
And because the world buys all the shelf stuff from Nvidia and uses CUDA, Nvidia get the largest debugging user base there is. This way Nvidia can continue to make CUDA even better and cycle repeats.
Anyone that wants off the shelf parts at scale is going to turn to Nvidia.