Isn't Intel still the primary supplier of server CPUs? (as well as windows?)
They're taking a beating, but I feel like every few years we hear an "intel has fallen behind", and then they dust themselves off and are at the top again.
Though Nvidia can charge a huge premium for GPUs, those machines still need a CPU (if I'm wrong, please correct me).
Is anyone building ARM based servers? It looks like Intel has fought back against the Arm on Windows battle, and possibly won with their newest power saving Ultra 2s.
Nvidia makes cpus. A ton of their server grade and network gear has arm cpus. my company almost exclusively buys amd cpus. With apple doing their own arm cpus, its doesn't leave a large market for intel.
Intel has a high PE because they its barely profitable (in fact they operate at a loss currently). Nvidia because investors expect it to continue growing at an extremely fast pace. These are fundamentally different (even if they had the same PE it wouldn’t be comparable).
They're taking a beating, but I feel like every few years we hear an "intel has fallen behind", and then they dust themselves off and are at the top again.
Though Nvidia can charge a huge premium for GPUs, those machines still need a CPU (if I'm wrong, please correct me).
Is anyone building ARM based servers? It looks like Intel has fought back against the Arm on Windows battle, and possibly won with their newest power saving Ultra 2s.
Do they really need to beat Nvidia?