I'm sorry, who exactly? NVIDIA essentially has no real competition because of how wildly successful they are.
Google, Microsoft, Amazon, AMD, Apple, Huawei...
These aren't all entirely drop-in replacements, there are some trade-offs involved, but there are many companies with alternatives that could take Nvidia's market if they stall.
alt Hacker News
Google, Microsoft, Amazon, AMD, Apple, Huawei...
These aren't all entirely drop-in replacements, there are some trade-offs involved, but there are many companies with alternatives that could take Nvidia's market if they stall.