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And everyone would rush to migrate away from x86. Having a sole supplier for CPUs is a bad strategy.

• KETHERCORTEX 2y ago
  Yet everyone is okay with a de-facto single supplier of CUDA capable AI GPUs.
  • Wytwwww 2y ago
    Perhaps not. But (unlike in this hypothetical situation) nobody besides AMD and Intel can do much about that...
  • bell-cot 2y ago
    Outside of Nvidia, nobody is okay with that.
  • hedora 2y ago
    This is only true if “everyone” excludes all of the hyperscalers and the client device manufacturers.