> You could pave a road with the gravestones of technology vendors who pursued industry dominance with faster, more expensive chips. If IBM, Sun, Unisys, HP, Di

> You could pave a road with the gravestones of technology vendors who pursued industry dominance with faster, more expensive chips. If IBM, Sun, Unisys, HP, Digital, SGI and a dozen others failed, why would a company with almost zero datacenter presence succeed? I have very much the same opinion, and I think that Huang is at least aware of that. > Nvidia would probably pursue a similar strategy -- sell chips with lots and lots of cores and lease capacity on demand. But this will be pretty much the same IBM thing. Some banks, and Oracle/SAP buyer types may buy in, but that will be it. It does not change anything to how the companies in the above list of "big iron" vendors attempted to do it before. I want to remind that Huang is also, a very big "investment relations" player, and he likes to make an impression of "grandiose" plans to impressionable investor guys.