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Schiendelman 8 hours ago

What's exciting is the line of investment, not the first product.

Nvidia isn't just releasing this and washing their hands. They probably have 2-3 generations in development at the same time. And they wouldn't make this investment if they didn't have strong evidence they can compete with the Apple and ARM products in the same timeline.

ksec 8 hours ago | parent [-]

Agree and I think Server CPU segment desperately needs more competition. Pushing ahead with PCIe 6.0. They now have full stack from CPU, GPU and Networking. Working with partners that pushes Rack Improvements and Water cooling development forward.

Schiendelman 8 hours ago | parent [-]

You're right. I bet they're going to buy companies that do those things soon, if they haven't already! They're just starting the ball rolling on the corpdev side of things, I think their processes aren't that mature but they'll get it.