Yeah and I think it will be quite interesting to see in the years ahead how this kind of highly specialized approach to computing will stack up against the more generic wintel approach, and how customers will respond.
Customers may end up with having the choice between a very high performance system at competitive prices, vs an open architecture which has more flexibility in what you add, but which will ultimately cost more and have worse performance.
You can see this play out in different markets. Just look at Tesla e.g. They are taking the Apple approach to car making with full vertical integration. They are doing everything from making their own alloys to creating their own machine learning hardware.
I think we are at some kind of paradigm shift and the old guard has been caught off guard.