Yes, it was a typo, and I can say in retrospect that I had COVID brain bigtime at the time I wrote that, with a high fever. . . .

re: “increasing competition in GPUs and already fierce competition in CPUs.”

Fielding additional GPU SKUs IS in fact increasing in numbers, however whether those SKUs are actually competitive in AI/ML or not remains to be seen. There is little data supporting the idea GPU competitors put any Nvidia data center deal at risk. Software is integral and remains a huge differentiator. Until AMD or Intel can bring the ENTIRE solution, compilers, diagnostic tools, optimized libraries, and dev support (let alone 3rd party benchmarking), it’s hard to evaluate them as anything more than just a powerpoint deck. Not saying they won’t pick up some business, like Cerebrus and Graphcore have. But without these essential components, any business they pick up will be nibbling around the edges rather than feasting on the main course.

Grace CPU and it’s iterations are positioned as game changers with respect to traditional memory access and bandwidth. It’s all about keeping the Hopper appetite satiated. 2023 is going to be very interesting.