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I don't think that's an apt comparison, given that Microsoft and Apple were more direct competitors than Intel and Nvidia; the latter have a more symbiotic rela
by tremon 1y ago
I don't think that's an apt comparison, given that Microsoft and Apple were more direct competitors than Intel and Nvidia; the latter have a more symbiotic relationship. I think the rationale is closer to the competitor of my competitor is my friend -- they face two threats by AMD growing larger in the CPU market:
- a bigger R&D budget for their main competitor in the GPU market
- since Nvidia doesn't have their own CPUs, they risk becoming more dependent on their main competitor for total system performance.
- readams 1y agoHere's Nvidia's CPUs, which are increasingly a required part of their data center offerings: https://www.nvidia.com/en-us/data-center/grace-cpu/ https://www.nvidia.com/en-us/data-center/grace-cpu/
- thyristan 1y agoRequired in that Nvidia would like to sell them to you. But customers seem to be hesitant and prefer x86-based DGX and similar systems. At least from what I've heard and seen.
- scrlk 1y ago> since Nvidia doesn't have their own CPUs, they risk becoming more dependent on their main competitor for total system performance. This is why they built the Grace CPU - noting that they're using Arm's Neoverse V2 cores rather than their own design.