I think dollars was the right figure to defeat my point. My thought was that they would be impossible for their more datacenter type competition to beat, because their R&D budget came from a much larger gaming segment. But, if they are around the same size, or the data center type users actually pay more, it is a level playing field.

I’m sure they don’t mind having both revenue streams of course! But on the other hand, they have to serve two sets of interests.