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KeplerBoy
on Dec 2, 2024
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Intel announces retirement of Pat Gelsinger
And everyone would rush to migrate away from x86.
Having a sole supplier for CPUs is a bad strategy.
KETHERCORTEX
on Dec 2, 2024
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Yet everyone is okay with a de-facto single supplier of CUDA capable AI GPUs.
hedora
on Dec 2, 2024
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This is only true if “everyone” excludes all of the hyperscalers and the client device manufacturers.
Wytwwww
on Dec 2, 2024
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Perhaps not. But (unlike in this hypothetical situation) nobody besides AMD and Intel can do much about that...
bell-cot
on Dec 2, 2024
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Outside of Nvidia, nobody is okay with that.
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Having a sole supplier for CPUs is a bad strategy.