> If there's orders, why would they prefer NVIDIA? Customer diversity is good, is it not?

Money talks. Apple asked for first dips a while earlier (exclusively).

But other people are literally getting their things fabbed by them.

AMD are, Cerebras are, I assume OpenChip's and Euclyd's machines will be.

	▲	re-thc 3 days ago \| parent [-]
		> But other people are literally getting their things fabbed by them. Sure, but in my example Apple got access exclusively for a few months to a newer node, which would make a world of difference if you compete in the same space.