Oracle, Microsoft: Fortune 500, governments and big cos everywhere in the west.
Apple: their loyal fanbase everywhere.
Google, Meta: advertisers everywhere.
Tesla, Xai: not sure, but definitely not just startups.
Implying these will go under and therefore NVIDIA is in trouble is a stretch. Far more likely they wean off its hw and use inhouse, or OpenAI and Anthropic go under, or AMD catches up, or there is WW3.
Apple: their loyal fanbase everywhere.
Google, Meta: advertisers everywhere.
Tesla, Xai: not sure, but definitely not just startups.
Implying these will go under and therefore NVIDIA is in trouble is a stretch. Far more likely they wean off its hw and use inhouse, or OpenAI and Anthropic go under, or AMD catches up, or there is WW3.