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nxobject 6 days ago

There's some case for self-interest – propping up another fab etc. – but I do wonder how much of it is USG. (The economic case for Intel integrating Nvidia silicon on-chip doesn't too much sense to me: there's no growth potential in commodity/consumer x86, and maybe they can shove their new integrated Nvidia in front of enterprise buyers, but I'd be a dubious re: ROI.)