If Intel can figure out GPUs(admittedly a big if) nvda is fucked. AMD less so because they're still reliant on expensive TSMC fabs. There are tons of reasons to

If Intel can figure out GPUs(admittedly a big if) nvda is fucked. AMD less so because they're still reliant on expensive TSMC fabs. There are tons of reasons to believe nvda will not retain its monopoly on the data center and they need to if they're going to 10x earnings which is what the current price is predicting.