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Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in F

Nvidia's x86 CPU success rests on vertical integration.

Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in Fhttps://www.tomshardware.com/pc-components/cpus/analyst-says-nvidia-poised-to-capture-two-thirds-of-the-x86-server-cpu-market-from-intel-and-amd-with-expected-usd20-billion-in-revenue-nvidia-is-already-on-track-to-deliver-4-million-vera-cpus-in-fy2027Open linkView original on piefed.social

its worded weirdly but I took it to mean

"its encouraging arm adoption to of the x86 market, at the expense of x86 manufacturers amd and intel"

edit: can't read the article to confirm though it requires a subscription

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Seems to be AI orientated
Not sure, how it would perform as a complete replacement of a typical x86 arch CPU in a normal workstation - besides being ARM will make it a bit harder to get software
Although there have been some steps in that direction on the Linux front, I haven't tried it myself.

So, basically it's designed for AI data centers...

Edit: just wanted to add some information. You're right, that the article seems to have got this wrong

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Only for AI specific projects, where the CPU is only a feeder for the neuronal networks. Anything else needs more power than that.

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Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in F | Spyke