I had the same thought. Apple has a lot of "stickiness" for their customers - whether you think this is due to superior technology or just marketing is debatable. Meanwhile, raw computing power is fundamentally fungible and there's a lot of incentive to undercut NVDA's offerings. The only question is how long it will take to do so.
> superior technology or just marketing is debatable
“Superior customer experience” is missing from this. I don’t care if the processor in the iPhone is the fastest or not, or if it has 8Gb of RAM vs some Samsung and I care even less about marketing.
Apple is only sticky to those who buy into the ecosystem. Those whose a single Apple device (or 2) without paying for any Apple service are not trapped in the walled garden
