Google also does not depend on NVIDIA, thx to TPUs. Rents NVIDIA GPUs to external customers - sure, it's a nice side business, but internally TPUs are king and there's no dependency on NVIDIA for that.
On my side, I would like to point that the today HN thread ([1]) that discusses a paper GameNGen ([2]) that runs Doom with diffusion models was trained on TPUs.
I don't see a dependency on NVIDIA there.
If there's a more specific rebuttal to my original statement, please, don't hesitate to state it.
1. https://news.ycombinator.com/item?id=41375548
Deepmind says otherwise. training is most likley all on NVIDIA still. Same for Apple.
The difference is, nobody knows for sure with Apple, because they are a secrecy cult.