> And I don't really see the situation being that obviously different if it was Nvidia who they merged with and Jensen was CEO. Hindsight is 20/20. I suspect Z

> And I don't really see the situation being that obviously different if it was Nvidia who they merged with and Jensen was CEO. Hindsight is 20/20. I suspect Zen chiplet success was a result of AMD's deliberate strategy of design partnership with other companies (XBox, PlayStation) and re-using IP[1]. Jensen might not have done the same road on partnerships, or may have chosen the Arm (Tegra) over doubling down on x86 1. There's an informative interview with Lisa Hsu from 2 years ago that lays out the strategy. It's not a big leap to imagine Infinity Fabric eas designed to increase design flexibility across disparate workloads. The impression I got from the multistage Apple-Nvida fallout is that Nvidia probably doesn't have a culture of accepting notes on it's products.