[matthewdgreen]

China is restricting purchases of H200s. The strong likelihood is that they're doing this to promote their own domestic competitors. It may take a few years for those chips to catch up and enter full production, but it's hard to envision any "trillion dollar" Nvidia defense empire once that happens.

[bigyabai]

It's very easy to envision. America needs chips, and Intel can't do most of this stuff.

[zozbot234]

Intel makes GPUs.

[bigyabai]

Intel's GPU designs make AMD look world-class by comparison. Outside of transcode applications, those Arc cards aren't putting up a fight.

[irishcoffee]

...if you can't be with the one you love, love the one you're with?

[pjmlp]

Intel's GPU story all their life.