@outwars: I do think that Nvidia is the biggest winner in this AI craze. They seem to have a monopoly on the best GPUs available. I don't know if there are other companies that can provide the compute needed by the AI learning, but I doubt they are as good as Nvidia's. This makes me think if the AI companies would try to strike a deal with Nvidia and try to block other companies from getting their hands on the latest models. Google certainly has the funds to do so.