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The only other high margin semiconductor business I see as a competitor to them is not AMD, it's Nvidia. Gpu technology from Nvidia is continuing to unlock new
by godzillabrennus 9y ago
The only other high margin semiconductor business I see as a competitor to them is not AMD, it's Nvidia.
Gpu technology from Nvidia is continuing to unlock new capabilities that make upgrading a CPU less important and as more code becomes gpu dependent it'll matter less what CPU architecture you are running.
That opens the door for arm to enter the server market.
That is doom for Intel.
- baybal2 9y agoJa, even now Nvidia can simply put an average general purpose core into GPU to run Windows and release something like libGPU to let devs access computations on GPU directly. I believe that they are acutely aware of that, but at the moment they chose "to not to slaughter a hen laying golden eggs"