I thought Nvidia after they invested in Intel killed Intel’s GPU efforts as it could be a threat to Nvidia’s GPUs

My general take is all of The GPU design efforts are going toward Enterprise / datacenter graphics cards. They are just skipping a generation or two of consumer.

To Nvidia the biggest threat is a capex cut from big tech not another company in the same domain, maybe some Chinese companies but people aren't going to be moving off of Nvidia for large deployments in the short term even if some TPU/Tranium etc is used it's not close to Nvidia.

I have no explanation other than people, researchers are comfortable with it and don't want to switch.

It is alive

[dead]