As a member of the research community: that's nonsense. Like already pointed out: academic groups (who by no means are dependent on big tech) would jump all over that. Mamba has been out long enough that you'd already see tons of papers at arxiv showing mamba dominating transformers in all sorts of applications. But that's not happening, despite the ton of hype. That doesn't mean that mamba is nonsense. Just that it isn't the immediate transformer killer. It remains to be seen if something comes from it, eventually.

Why would Meta, Microsoft, Amazon and Google want Nvidia to remain dominant in hardware? Are you treating “big tech” like they all have one hive mind?

As someone who's worked at several NVIDIA competitors, including Groq, I can guarantee you that, based on my knowledge, of existing products, they would be able to make much more money should they have lower memory footprint models. Given the amount of VC capital deployed for this (on the order of 100s of millions), I don't believe this is a reasonable take.

Sure, NVIDIA et al may not want that (although, again I don't see why... they too can't produce chips fast enough so being able to provide models for customers now ought to be good), but there's so much money out there that does...