Ask Asus or EVGA what their margins are on their Nvidia GPUs. Nvidia opening their stack to the competition was the only half realistic suggestion.
Nvidia could only fuck them over like that because they were able to produce their own boards: If they have to rely on board manufacturers to sell their chips, they have to be nice enough for board manufacturers to actually bother doing that.
The US government have obvious interests in limiting the compute power China has access too.
That's not the point of contention, this is:
I was also specifically referring to how dismantling Nvidia would be counter productive to US interests, not Nvidia’s market share.
...and market share going to other US companies would hurt that interest in what way exactly?
And why are you bringing AMD into the picture, they aren’t even the biggest threat to Nvidia’s ML hegemony.
AMD shmahemde. There's a gazillion US startups in the space which could make it, or not, and/or be bought up by AMD or Intel, both certainly have their eyes and products on the market. The US' national interest is hurt by nvidia's unfair business practices limiting bringing innovation to market.