Look at AMDs vs Intel. They have now surpassed Intel in terms of CPUs sold and market cap. That was unthinkable even six, seven years ago. It makes perfect sen

Look at AMDs vs Intel. They have now surpassed Intel in terms of CPUs sold and market cap. That was unthinkable even six, seven years ago. It makes perfect sense that, organisationally, they were focused on that battle. If you remember the Athlon days, AMD beat Intel before, but briefly. It didn't last. This time it looks like they beat Intel and have had the focus to stay. Intel will come back and beat them some cycles, but there is no collapse on the horizon. So it makes sense that they started looking at nVidia in the last year or so. Of course nVidia has amassed an obscene war chest in the meantime...