If AMD, Facebook, Google, Microsoft, and Amazon don't announce something significant in the next two quarters, NVIDIA might take over the market. However, competitors won't let that happen, as they want vendor diversity. Although NVIDIA's yield is low, its profit makes it vulnerable to competitors who want to take some of their profit. AMD doesn't have a deterministic AI but is a great memory solution. NVIDIA's price might be cheap if there is a problem. But in the long term, it's better to balance the forecasts with NVIDIA plus plus plus instead of just 100% NVIDIA.