Nvidia has quite a moat. Even during a shortage with huge demand, its like other players dont exist.<p>Intel Gaudi, Cerebras, AMD/Intel GPUs, Tenstorrent, Cloud ASICs from AWS, GCP, Tencent Alibaba, ... and probably many more I am not aware of, not counting the "dead" startup designs like the Centaur hybrid AI CPUs, or ones I have a bad impression of (Graphcore).