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Comment by hangonhn

2 days ago

No because people never really talk about the quantity of the alternatives -- i.e. Huawei Ascent. Even if Huawei can match the quality, their yields are still abysmal. The numbers I've heard are in the hundreds of thousands vs. millions by Nvidia. In the near future, Nvidia's dominance is pretty secure. The only thing that can threaten it is if this whole AI thing isn't worth what some people imagined it is worth and people start to realize this.