> Nvidia doesn't have a CPU offering for the datacenter market and they were blocked from acquiring ARM. It's in their interest to have a friend on the CPU side.
Someone should tell nvidia that. They sure seem to think they have a datacenter CPU.
I wonder if this signal a lack of confidence in their CPU offerings going forward?
But there's always TSMC being a pretty hard bottleneck - maybe they just can't get enough (and can't charge close to their GPU offerings per wafer), and pairing with Intel themselves is preferable to just using Intel's Foundry services?
Someone should tell nvidia that. They sure seem to think they have a datacenter CPU.
https://www.nvidia.com/en-us/data-center/grace-cpu-superchip...