13-04-2021, 11:48 AM
https://www.theverge.com/circuitbreaker/...ter-ai-hpc
More competition for Intel. But not the first attempt by Nvidia. Personal opinion: they have never shown exceptional talent/execution outside of their core competence: GPU.
If I'm an investor in AMD/Intel/Nvidia/Apple etc. I will wait till they actually deliver.
(Not vested)
Quote:Nvidia is building new Arm CPUs again: Nvidia Grace, for the data center
More competition for Intel. But not the first attempt by Nvidia. Personal opinion: they have never shown exceptional talent/execution outside of their core competence: GPU.
If I'm an investor in AMD/Intel/Nvidia/Apple etc. I will wait till they actually deliver.
(Not vested)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger