GPU compute is already broken up - there is a supply chain of other cooperating players that work together to deliver GPU compute to end users:

TSMC, SK hynix, Synopsys, cloud providers (Azure/Amazon etcetera), model providers (OpenAI/Anthropic etcetera).

Why single out NVidia in the chain? Plus the different critical parts of the chain are in different jurisdictions. Split up NVidia and somebody else will take over that spot in the ecosystem. This interview with Synopsys is rather enlightening: https://www.acquired.fm/episodes/the-software-behind-silicon...

How does the profit currently get split between the different links? Profit is the forcing variable for market cap and profit is the indicator of advantage. Break up NVidia and where does the profit move?