I hope everyone can agree that any competition is good competition. In more cases, than not, drives innovation and growth within the industry. There isn’t a lot of competition in discrete merchant graphics in PC gaming, commercial, workstation, and datacenter- there’s AMD and NVIDIA. I have always believed that three vendors are better for a competitive market. Look at smartphones- two vendors dominate 80% of the device profit dollars. That’s unhealthy. There are three general-purpose IaaS providers, AWS, Azure, and Google Cloud, and even more for focused workloads with IBM and Oracle. That’s healthy.
