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Comment by fidotron

Possibly more curious than the investment:

> Nvidia will also have Intel build custom x86 data center CPUs for its AI products for hyperscale and enterprise customers.

Hell has frozen over at Intel. Actually listening to people that want to buy your stuff, whatever next? Presumably someone over there doesn't want the AI wave to turn into a repeat of their famous success with mobile.

In the event Intel ever do get US based fabrication semi competitive again (and the national security motivation for doing so is intense) nVidia will likely have to be a major customer, so this does make sense. I remain doubtful that Intel can pull it off, and it will have to come from someone else.

parent fidotron 1 year ago

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