I think people underestimate the fact that Nvidia's GPUs are really good. Modular/Qualcomm's stack will provide a lot more optionality, but from what I saw in the Modcon conference on Tuesday, most of the target audience is towards other hardware vendors. At the moment, after designing a new hardware, you'd have to also build the entire software stack already existing on Cuda, ROCm, etc - this can double or triple your hardware bring up time. If you plug into Max (not Mojo), you get most of the software stack for free, so your software bring up time can go from months of engineering hours to probably weeks.