Why NVIDIA's Lock-In Actually Works

Where they are different, by design, is NVIDIA had the lead. They were able to go with, you know, Mellanox, NVLink, which is... Highly tightly integrated system. Tightly integrated, extreme co-design. Yes, call it proprietary. Of course, they use open protocols. Of course, their Spectrum X is Ethernet based upon open protocols. But the whole system is the mother of all lock-ins. I mean, and so if you're a customer, You want to make sure if you're going to risk that high switching cost that you get value out of it. And I think plenty of customers are and will continue to do so. And that's the difference.