Nvidia Buys ARM for $40 Billion, Plans New AI Research Center
… There are far more devices shipped each quarter running on ARM CPUs than x86 chips and GPU shipments per quarter combined, but volume alone doesn't dictate valuation. …
Intel has been on a tear lately in multiple markets. It's continued to unveil new IoT and AI products for low-power markets, like the Nervana microprocessor, and it wants a major piece of the 5G space. It's building its own GPU architecture and while it canceled Knights Hill, its HPC-focused many-integrated-core (MIC) processor, it intends to return to this space with a new architecture. It's announced shipments of Xeons with integrated FPGAs, a feature four years in the making. Former CEO Brian Krzanich made it clear that he intended to focus on building Intel's market share in multiple emerg
Intel Is at a Crossroads… There are far more devices shipped each quarter running on ARM CPUs than x86 chips and GPU shipments per quarter combined, but volume alone doesn't dictate valuation. …
… It's hard to imagine that the 10nm delay would be as large an advantage for AMD or ARM as Intel's 90nm node and accompanying Prescott processor, which left Chipzilla in the weakest position against its competition than it's occupied before or since. …