> the market just wants the software and if the software works the same, the hardware is replaceable
And likely to be true given how much competition is heating up in the AI hardware space. Granted, many of these competitors and startups especially have existed for years and haven’t made much of a dent. Even Google’s TPU doesn’t seem that much better than Nvidia’s stuff based on their limited MLPerf score releases. Maybe this “iPhone moment” for AI will change that and force competitors to finally put some real effort in it.
As for Nvidia, looks like they are trying to adapt by selling their own enterprise software solutions such as Omniverse and their AI model customization stuff. Will be interesting to see if they can transform into more of a software solutions provider going forward.