Absolutely! I think actually the biggest constraint on Nvidia will be 'bandwidth' (management not memory!). Where do they focus their energies and where do they

Absolutely! I think actually the biggest constraint on Nvidia will be 'bandwidth' (management not memory!). Where do they focus their energies and where do they leave the Arm ecosystem alone. Incidentally Intel's stock seems to have risen over the last day or so which is a bit surprising given the datacenter story?