I think it's for the datacenter. They have already purchased Mellanox. In many HPC applications, having fast GPUs and fast interconnects is 99% of what you need

I think it's for the datacenter. They have already purchased Mellanox. In many HPC applications, having fast GPUs and fast interconnects is 99% of what you need. A reasonably competent CPU architecture would round this out, and I don't think RISC-V is there yet. ARM have also made some HPC plays, e.g. buying Allinea (probably the best supercomputer debugging tool).