Earlier quoted context omitted.
Nvidia is interested in commoditizing their complements. It's a business strategy to decrease the power of OpenAI (for instance). Nvidia dreams of a world where there are lots of "open" alternatives to OpenAI, like there are lots of open game engines and lots open software in general. All buying closed Nvidia chips.
But AI depends on a small number of tensor operators, primitives which can be relatively easily implemented by competitors, so compute is very close to being a commodity when it comes to AI. A company like Cerebras (founded in 2015) proves that this is true. The moat is not in computer architecture. I'd say the real moat is in semiconductor fabrication.
Oh my.
Please people, try to think back to your engineering classes. Remember the project where you worked with a group to design a processor? I do. Worst semester of my life. (Screw whoever even came up with that damn real analysis math class.) And here's the kicker, I know I'll be dating myself here, but all I had to do for my part was tape it out. Still sucked.
Not sure I'd call the necessary processor design work here "relatively easy"? Even for highly experienced, extremely bright people, this is not "relatively easy".
Far more easy to make the software a commodity. Believe me.