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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
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