> let every part of the market slip away.

Which part of the market has slept away, exactly ? Everything you wrote is supposition and extrapolation. Nvidia has a chokehold on the entire market. All other players still exist in the small pockets that Nvidia doesn’t have enough production capacity to serve. And their dev ecosystem is still so far ahead of anyone else. Which providers gets chosen to equip a 100k chips data center goes so far beyond the raw chip power.