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Re: by jonplackett on Wednesday June 11, 2025 @07:27AM (#44246448)
They’re all investing with the assumption they can be the ‘winner’ and take all the spoils.

Maybe nvidia can be a winner selling shovels but it seems like everyone else will just be fighting each other in the massive pit they dug.

Re: by philipwhiuk on Wednesday June 11, 2025 @09:18AM (#44247307)
NVIDIA is already a winner selling shovels.

They don't need a winner, they want the race to continue as long as possible.