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> Nvidia doesn't have a CPU offering for the datacenter market and they were blocked from acquiring ARM. It's in their interest to have a friend on the CPU side
by tw04 1y ago
> Nvidia doesn't have a CPU offering for the datacenter market and they were blocked from acquiring ARM. It's in their interest to have a friend on the CPU side.
Someone should tell nvidia that. They sure seem to think they have a datacenter CPU.
https://www.nvidia.com/en-us/data-center/grace-cpu-superchip/ https://www.nvidia.com/en-us/data-center/grace-cpu-superchip...
- kimixa 1y agoI wonder if this signal a lack of confidence in their CPU offerings going forward? But there's always TSMC being a pretty hard bottleneck - maybe they just can't get enough (and can't charge close to their GPU offerings per wafer), and pairing with Intel themselves is preferable to just using Intel's Foundry services?
- gpm 1y ago> Someone should tell nvidia that To be fair from what I hear someone really should tell at least half of nvidia that.
- high_na_euv 1y agoJensen was literally talking about the need for x86 CPU on yesterdays webcast