In a way, this is a post-GTC update. However, there are already great overviews of the event. Here, I’ll explain more about why I’ve been a somewhat lonely voice (until recently) about why other players like SMIC/Huawei/etc improving on their hardware still doesn’t displace NVIDIA at all.That view mainly relates to CUDA’s ecosystem and NVIDIA’s proprietary interconnects.CUDA remains as dominant as ever, and while the announcements about Blackwell are interesting, it’s a big incremental step forw...