Thinking laterally, if this triggers a re-architecture for existing AI platforms that big players want to chase, this could be very attractive to Meta, Alphabet or Microsoft (all customers of Nvidia GPUs for their AI platforms).
They might want to get their hands on it to make leaps in their own AI platforms, even if they get NVIDIA to keep making their chips - they'll just have the better ones with 4DS and .prevent the others from making advances by preventing access to the tech...
Or NVIDIA wants it to make money out of all three of them.
the other thing i think NVIDIA actually still buys memory that are embedded on their chips (there's a bit of recent pess about them moving from TSMC to Intel, or maybe a mix of both). On that basis I think all the chip manufacturers can still be in the race, they could buy the tech and sell it to NVIDIA and wedge themselves in a pure AI play rather than general memory.
looks to me that really anyone at any part of the value chain can stand to make bank from this
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