Nvidia's moat is just around high-performance frontier models and CUDA.

You can run smaller models on cheap commodity hardware.

Your phone can probably run one of these:

https://play.google.com/store/apps/details?id=com.google.ai....

https://apps.apple.com/us/app/google-ai-edge-gallery/id67496...

They are using NVIDIA too:

https://security.apple.com/blog/expanding-pcc/

https://x.com/nvidia/status/2064100362752294992