| ▲ | tw04 6 days 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... | ||
| ▲ | kimixa 6 days ago | parent | next [-] | |
I 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 6 days ago | parent | prev | next [-] | |
> 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 6 days ago | parent | prev [-] | |
Jensen was literally talking about the need for x86 CPU on yesterdays webcast | ||