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

> 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.