Competition is certainly increasing with $Advanced Micro Devices(AMD)$ and custom chips from major tech firms such as $Meta Platforms, Inc.(META)$ and $Alphabet(GOOGL)$ , yet it still seems secondary. The real advantage is not merely hardware; it is $NVIDIA(NVDA)$ 's ecosystem. That is what maintains their lead, and while others are catching up on chips, they remain behind on the platform that actually runs AI at scale.
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