https://www.tomshardware.com/pc-components/cpus/dell-hints-at-nvidia-made-chips-for-windows-ai-pcs-as-soon-as-next-year
They will differentiate on GPU IP and smoke everyone running AI apps and gaming.
Now that Microsoft is more serious about ARM on Windows, this is yet another attack on Intel’s main bread and butter with a 2 Trillion dollar giant coming to eat Intel’s lunch.
if intel copied nvidia, nvidia would sue intel in the US corrupt bureaucratic system
if china copied nvidia, nvidia will be able to do nada or zilch
(they can kiss china's big rich a-s)
@2qbi But then that would be a violation of Intel's Code of Conduct policies, and we all know they would never do that.
It’s so easy to copy, then Intel should have no problem competing with them.
Let us know when all of the tier 1 CSPs start buying Gaudi.
Nvidia stuff is going to be copied by China if they have not already done so
and made much more cheaply over there
jesus, Nvidia is its own bubble
The former hedge fund manager Stanley Druckenmiller's $4 billion Duquesne Family Office portfolio sold a large position in Nvidia stock in the first quarter, ending his position at $159 million, a reduction of roughly 84%.
The portfolio shift for the former lead portfolio manager of George Soros’ Quantum Fund reflects an emerging investment theme in 2024—asset managers reducing exposure to high-priced, large-cap tech stocks and adding positions in reasonably-priced small-cap stocks.
sounds like Jensen is finally opening that can of whoop a__ after 20+ years on INTC
Me too and I'm all out of popcorn
Somewhere in the halls of Nvidia are the old Nforce engineers plotting their revenge against Intel’s legal shenanigans that ki-led their project.
Intel is sooooooooo fvcked from all directions.
Revenue to going to plummet precipitously in the next few years and I’m ready with the popcorn.