Logic suggests that if Nvidia loses volume, the suppliers bleed. The answer is **It accelerates**. Cadence charges for the design seats. Not the final chip sales. Every company attempting to build a chip pays the toll, regardless of whether their product works. Cadence monetizes the ambition. A chaotic, fragmented market is more profitable for the toolmaker than a stable one. Regulators spent the last decade hunting Google and Apple. They missed the real chokehold. The Electronic Design Automation (EDA) supply chain is concentrated to a degree that makes consumer tech look like a bazaar.