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And everyone would rush to migrate away from x86.

Having a sole supplier for CPUs is a bad strategy.



Yet everyone is okay with a de-facto single supplier of CUDA capable AI GPUs.


This is only true if “everyone” excludes all of the hyperscalers and the client device manufacturers.


Perhaps not. But (unlike in this hypothetical situation) nobody besides AMD and Intel can do much about that...


Outside of Nvidia, nobody is okay with that.




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