He's wrong.
He's wrong because Intel are good at a niche and software. It's the only part of Intel that's actually been decent over the last 10 years.
Networking, chipsets, software.
Once you realise Nvidia is built on CUDA and is only entrenched in the scene, you also realise that they can be overtaken by good support. That is if AI is a long term game and not a bubble.
If you're accepting it's a bubble then you're accepting the 2-4 years you can do well are worthless because you'd have never overtaken Jensen's housefires.
Actually delivering enterprise products similar to what Nvidia is doing, yeah, if they could do that, make a bunch of gimmick sbc tier devices too and continue what they're doing with openvino they'd be on track to rape AMD and cut out a segment in the market. There's room for them to move beyond too, work with alphabet, work with Huawei etc.
>>105877650>sell to AMDYou're a fucking monster and you deserve to be drowned in your bathtub with a suicide note written by a toddler left nearby.
That would be a crime, sending any of that talent to die at AMD.
>>105875520You know...when you put it like that.
He sounds exactly like Jensen Huang.
It's time for the markets to wake up.