The author completely underestimates NVIDIA's strategic position. They don't need to win the hardware game forever - they're building the entire AI stack: hardware, networking, software, models, developer tools. Nobody else is doing this comprehensively. While hyperscalers are making custom chips for their own use cases, NVIDIA is building a unified platform that everyone else will use. This isn't about who makes the best GPU, it's about who builds the ecosystem that becomes the industry standard.