>>106488329
NVIDIA's not selling a public utility.
If people don't agree with their license agreements, they can take their business to AMD or someone else.
NVIDIA's major customers happen to be some of the wealthiest businesses in human history, and they're willing to pay the premium to train the best AI model asap.
NVIDIA spent the past 20 years or so investing in CUDA & AI training infrastructure, so they get to reap the benefits while the AI boom continues.
Every major tech company is planning to wean off from NVIDIA & CUDA in the long run, NVIDIA knows they're on a timer.
AMD, they're not as ambitious. They are fine with playing the follower. Lisa Su admitted it's fine to be second best in this segment because the market will be extremely lucrative for the #2 player.
The X86 license has been held by a duopoly since 1978, companies like Apple and other mobile device manufacturers eventually developed profitable alternatives.