Nvidia has a de facto monopoly on AI hardware and software. The gross margins are clear telltale sign. The real question is are they doing anything anti competitive to unjustly create/maintain their monopoly which on the surface there does not seem to be any evidence of.
Well, we know a couple of things that Nvidia is uniquely positioned to be able to use to prevent others from competing:
* they're taking action to prevent others from making other GPUs compatible with CUDA
* they're buying up foundry and packaging capacity
It's probably likely that there's execs at Nvidia who know these things are good for them and bad for their competitions and have explained it in some internal emails...
