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This isn't just about mobile telephones, or android for that matter. It's about on-device TPUs or AI accelerators or parallel compute units.

• pjmlp 3y ago
  Which basically means Android devices, in what concerns mainstream consumers, given the state of the PC market. If on the other hand we look at embedded market, it is also not something where NVidia has any kind of strong market presence, with the exception of them trying to be in a good position on autonomous driving market.
  • oneplane 3y ago
    This isn't about mainstream consumers either. This is about a technological development where the balance between performance and energy consumption is attacked from both ends, where one vendor has the performance and the other vendor has the energy consumption but neither have both (yet).
    • pjmlp 3y ago
      NVidia isn't serving industrial embedded consumers either.
      • oneplane 3y ago
        Yes they are. But it's not about that either. You are conflating end-user products with two companies developing to the same central point from opposing start positions. That is what this is about.