NVIDIA (NASDAQ: NVDA) and Intel Corporation (NASDAQ: INTC) today announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets.
I wouldn’t be so sure, the illusion of choice is sometimes more useful than a true apparent monopoly. There’s a good chance Nvidia will push Intel to further differentiate their GPUs and focus into more niche applications rather than kill them off entirely. Like what if Intel focused down enterprise mini-PC market while Nvidia continues to dominate the large profile PC GPU market? Seems like there is a growing niche between laptop and gaming PC, but it might be too formative for Nvidia to go after. It could also overlap with the cloud PC market where more compact GPUs could enable more units per cubic foot of server farm. Just a wild hypothetical, but you never know.
I wouldn’t be so sure, the illusion of choice is sometimes more useful than a true apparent monopoly. There’s a good chance Nvidia will push Intel to further differentiate their GPUs and focus into more niche applications rather than kill them off entirely. Like what if Intel focused down enterprise mini-PC market while Nvidia continues to dominate the large profile PC GPU market? Seems like there is a growing niche between laptop and gaming PC, but it might be too formative for Nvidia to go after. It could also overlap with the cloud PC market where more compact GPUs could enable more units per cubic foot of server farm. Just a wild hypothetical, but you never know.