It’s an exciting time.

I think people are very prematurely counting AMD and even Intel out of this race considering the pace of change.

Intel is getting way too comfy soaking in government subsidies. It’s definitely out on the innovation front.

NVDA has the potential to hit huge profit growth in the short term, but not long term

What makes you say that?

There may be a short term panic to get position of CUDA GPUs which will allow NVDA to increase their prices a lot. But then other chip makers and software creator will build alternatives to NVDA

And be so far behind it's not even funny.

Look at AMD vs NVIDIA RTX implementations. Nah, NVDA is a solid buy for long term. They also almost acquired ARM (Which shows where their heads are at at the very least.)

Owning ARM, the thing that is inside ya know, everyone's phones, routers, etc

Google is also in the machine learning hardware, game, on both the remote end and the device end.