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But the GPU vendors won't really have an incentive to do this - artificially restricting their customer base? Unless they and the hyperscalers all collude to cartel the market of course!

This is why it's so important to have more than one hardware vendor. The bigger the ecosystem, the harder it is to cartel. I cant believe it, but i am pinning my hopes on china to break through with commoditized chips and hardware.

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> But the GPU vendors won't really have an incentive to do this - artificially restricting their customer base?

We've been through this kind of thing before. Like copy restrictions in DVDs. You'd argue the drive vendors had no incentive to collude, yet they did.

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