>The datacenter is a 3 legged stool, and the remaining missing piece is a CPU. AMD, Intel, and various hyperscalers are also working to build out their own 3-le

>The datacenter is a 3 legged stool, and the remaining missing piece is a CPU. AMD, Intel, and various hyperscalers are also working to build out their own 3-legged stool. Intel/AMD is allowed to build a moat in data center but Nvidia can't(?) >Nvidia’s endgame isn’t more revenue from licensing costs. Their endgame is a fully vertically integrated data center provider. They will want to make and control every part of the three legged stool. This means they slowly destroy the idea of Neoverse. Whether through making that IP extremely costly, or having their own in house designs be a generation ahead, Nvidia will build a moat around Arm server CPUs. Over time, Jensen Huang will muscle out other Arm vendors Intel doesn't even licensed out x86. AMD is grandfathered in. So Intel is allowed to control x86 but Nvidia can't. this is like Oracle bought MySQL along with Sun and Michael Widenius cry about it. You know what you are doing when you sold MySql to Sun. another company can come along to buy it. this is what closed ecosystem/software does. MySql is saved by dual licenses so maybe its time to ditch this idea of building an ecosystem on closed hardware/software.