Yes, but specifically they sell hardware at absurd margins, and lock people in via their software ecosystem.
Keep going... extrapolate out further. There's a conclusion you beley will be true, but haven't fully thought through why that conclusion must be true if CUDA is no longer the moat it once was.
Keep going... extrapolate out further. There's a conclusion you beley will be true, but haven't fully thought through why that conclusion must be true if CUDA is no longer the moat it once was.