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Ploughing AI profits into their CPU design division and then growing Grace into a serious competitor to Intel/AMD on the server side.
by mike_hearn 2y ago
Ploughing AI profits into their CPU design division and then growing Grace into a serious competitor to Intel/AMD on the server side.
- hollerith 2y agoIntel market cap plus AMD market cap is less than one ninth of Nvidia market cap, so the market opportunity you describe can't be what is keeping Nvidia stock price as high as it is. I.e., the non-AI server hardware market opportunity is just not that lucrative.