I'm sorry, who exactly? NVIDIA essentially has no real competition because of how wildly successful they are.
Google, Microsoft, Amazon, AMD, Apple, Huawei...
These aren't all entirely drop-in replacements, there are some trade-offs involved, but there are many companies with alternatives that could take Nvidia's market if they stall.
> Google, Microsoft, Amazon, AMD, Apple, Huawei...
Which of those sell chips at the Nvidia caliber sell to AI model builders in the US (not use internally)?
Apple just needs to bring back the Xserve :p
Google
Not internally, which is what Googles TPUs are for
Google started selling TPUs externally a few months ago: https://www.networkworld.com/article/4200864/google-has-star...