> don't see the distinction you're drawing about "commodity"

People pay markedly more for NVIDIA GPUs than they do for others. That opposes the fungibility requirement of a commodity.

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bleepblap 4 hours ago | parent [-]

In the west, there's no actual competitor to NVIDIA hardware. Yes, people make other chips, but nothing is a serious drop-in replacement for the nv stack. Between the networking and software, they're truly a different "thing" of accelerator, and I don't consider them fungible at all. The US government tried to build 3 supercomputers with each of nvidia/amd/intel accelerators and you can see how it went

	▲	JumpCrisscross 4 hours ago \| parent [-]
		> there's no actual competitor to NVIDIA hardware...I don't consider them fungible at all Which is why nobody should claim NVIDIA makes a commodity.