Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm
More on Apple’s App Store monopoly, including why it’s different from Google and Steam, and far more egregious than other digital platforms. Then, Amazon announced ARM chips for AWS: what changed, and what does this mean for Intel.
Not all of Uber’s efforts are new, but the urgency is. Then, there are only three foundries pursuing 7nm, which means more pricing power (and how this applies to Uber and self-driving cars).
Microsoft Teams is another example where Windows held too much sway. Then, ARM might be coming to the Mac; if it is, it shows the importance of commitment.
First, why I don’t think sports is a bubble, then, Intel finally gives in to reality and licenses ARM IP, a necessary step in becoming a foundry-for-hire.