an attempt by the hyperscalers and Nvidia to keep AMD and Intel’s margins.
Absolutely and every server giant can do that too. Amazon, Google, Microsoft, Facebook, Alibaba, Tencent and on and on. They will abandon X86 and make their own server chips.
And there will be generic server chips from Qualcomm, and Mediatek will eat the crap out of AMD’s margins. I don’t think there is any way X86 can compete against Arm in the long run. AMD may have to make Arm chips too to survive.
Absolutely and every server giant can do that too. Amazon, Google, Microsoft, Facebook, Alibaba, Tencent and on and on. They will abandon X86 and make their own server chips.
And there will be generic server chips from Qualcomm, and Mediatek will eat the crap out of AMD’s margins. I don’t think there is any way X86 can compete against Arm in the long run. AMD may have to make Arm chips too to survive.
I am sure we will find out soon enough how things work out. :)