[tremon]

I don't think that's an apt comparison, given that Microsoft and Apple were more direct competitors than Intel and Nvidia; the latter have a more symbiotic relationship. I think the rationale is closer to the competitor of my competitor is my friend -- they face two threats by AMD growing larger in the CPU market:

- a bigger R&D budget for their main competitor in the GPU market

- since Nvidia doesn't have their own CPUs, they risk becoming more dependent on their main competitor for total system performance.

[scrlk]

> since Nvidia doesn't have their own CPUs, they risk becoming more dependent on their main competitor for total system performance.

This is why they built the Grace CPU - noting that they're using Arm's Neoverse V2 cores rather than their own design.

[readams]

Here's Nvidia's CPUs, which are increasingly a required part of their data center offerings:

https://www.nvidia.com/en-us/data-center/grace-cpu/

[thyristan]

Required in that Nvidia would like to sell them to you. But customers seem to be hesitant and prefer x86-based DGX and similar systems. At least from what I've heard and seen.