I mean that’s the obvious answer, but it seems unlikely they would be able to outspend Nvidia, and I don’t believe Nvidia had no idea this was coming. This is effectively exclusivity of these features right now when Nvidia is trying hard to be the name people think of when they think of AI compute.
Maybe they just don’t care as much as I think they do
Money
I mean that’s the obvious answer, but it seems unlikely they would be able to outspend Nvidia, and I don’t believe Nvidia had no idea this was coming. This is effectively exclusivity of these features right now when Nvidia is trying hard to be the name people think of when they think of AI compute.
Maybe they just don’t care as much as I think they do
I don’t think nvidia cares about AI on the desktop. They want you to think of them when you hear AI in a datacenter context.