Anyone who says they have no moat...
...hasn't tried to get tensorflow/pytorch/spacy/whatever to work GPU accelerated on NVidia vs basically anything else. Just the other day I went on AMD's website to find out how to get pytorch to run GPU accellerated on AMD. They wanted me to downgrade Pytorch, use their specific branch, patch a bunch of other stuff, boot with a special kernel param etc. When I did that, it still didn't build. After hitting it with a stick a few times it built but didn't actually run gpu accelerated. This is pytorch - which is the most important library for ML.
The exact same thing on nvidia? Just builds. The latest pytorch, the standard upstream of everything. You don't have to do anything special- it just builds and runs GPU accelerated straight away.
If AMD or Intel or anyone else want to actually get serious they will stop putting out press releases and do the work that's necessary to get their shit to actually build and work with the 2 frameworks that actually matter. Until then I'll believe in the nvidia moat.