https://www.linkedin.com/posts/patmoorhead_yes-nvidia-and-mediatek-will-be-in-the-ai-activity-7249745606292713472-5rrK
We're headed from 1 dominant industry player 5 years ago (Intel) in PC processors to OEMs now potentially having 4-5 options.
Competition is great, it increases innovation and lowers prices, but is that financially supportable? Likely not.