I think most of the excitement is probably that it isn't something strictly Intel / AMD can do. Which is pretty disruptive in the semi space. The last times w

I think most of the excitement is probably that it isn't something strictly Intel / AMD can do. Which is pretty disruptive in the semi space. The last times we had problem spaces that weren't economic to add to CPU (graphics, machine learning / GPGPU), a whole lot of value was captured by different players.