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Many various reasons for this but one perspective I am curious about is how much this is actually a defensive move against Intel, because nVidia knows Intel is busy developing dedicated graphics via Xe, and if nVidia just allows that to continue they are going to find themselves simultaneously competing with and dependent on a vendor that owns the whole stack that their platform depends on. It is not a place I would want to be, even accounting for how incompetent Intel seems to have been for the last 10 years.

Edit: yes I meant nVidia not AMD!



How does AMD enter into this? Did you mean Nvidia?


ouch I wrote a whole comment and systematically replaced Nvidia with AMD ... kind of impressive.

Thanks!


Intel has been promising high-end graphics for decades, and delivering low end integrated graphics as a feature for their CPUs. Which makes sense, the market for CPUs is worth more than the market for game oriented GPUs. The rise of GPUs used in AI might change this calculation, but I doubt it. I suspect that nVidia just would like to move into the CPU market.


Nvidia could have bought a world-class CPU architects team, and build their own ARM or RISC-V chips (NVIDIA has an infinite ARM license already).




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