Could somebody explain to me what is the moat that prevents somebody else from taking on Nvidia? OK, they make GPUs. Why somebody else can't make GPUs? AMD took on Intel, Google took on Microsoft and Apple - is GPU market somehow harder to enter? I mean, we're talking piles of money from the looks of it - Amazon and Google do a ton of stuff, and NVidia only does (roughly speaking) one thing - and that thing is not even directly consumed by the customers, so "it's hard to migrate" shouldn't be a huge deal since it's not the customers that would be doing the migration. So what are the barriers that make Nvidia unique?