the "value" of nvidia to the "AI" companies is their tsmc fab contract

they don't need CUDA, they don't need the 10 years of weird game support, even the networking tech

they need none of nvidia's technology moats

exactly same as the crypto, where they just needed to make an ASIC to pump out sha1 as quickly as possible

which is really, really easy if you have a fab contract

at which point their use of nvidia dropped to zero