This should have been obvious to me before but for whatever reason reading your comment made me realize something.

The hardware that nvidia is selling can be used against them because it can generate the code that is lacking for hardware from other companies.

So there’s a world out there where Intel or AMD just generate the needed software with compute from rented Nvidia hardware or the end consumer does the same, akin to opensource volunteers spending their free time reverse engineering undocumented hardware for the last few decades.

That’s if the claim that other companies produce acceptable hardware that is mostly just kneecapped by poor software.

If that’s the case there’s a distinct chance that we’ll see feature parity between the different vendors soon enough.

Unless the models that run on nvidia hardware are inadequate for this task, but that sort of raises a catch-22 — if the models aren’t good enough to generate drivers and CUDA type software what are they good enough for?