61–70 of 79 posts
Nvidia already sells servers? What I don't really get, is that Nvidia is worth like $4.5T on $130B revenue. If they want to sell servers, why don't they just buy Dell or HP? If they want CPUs want not buy AMD, Qualcomm, Broadcom or TI? (I know they got blocked on their ARM attempt before the AI boom) Their revenue is too low to support their value, shouldn't they use this massive value to just buy up companies to up…
Nvidia already sells servers? What I don't really get, is that Nvidia is worth like $4.5T on $130B revenue. If they want to sell servers, why don't they just buy Dell or HP? If they want CPUs want not buy AMD, Qualcomm, Broadcom or TI? (I know they got blocked on their ARM attempt before the AI boom) Their revenue is too low to support their value, shouldn't they use this massive value to just buy up companies to up…
And no sane regulator on the planet will allow them to takeover AMD, Qualcomm, or Broadcom.
Seems like where things are heading?
I talked to someone at Nvidia ~2019 or ~2020 and their plan at the time was to completely vertically integrate and sell compute as a service via their own managed data centers with their own software, drivers, firmware, and hardware so this seems like just another incremental step in that direction.
> vertically integrate Sounds like they are going the Apple way. How long until we have to pay 30% to get our apps in their AI-Store?
Can anyone comment on wafer-scale systems, multiple equivalent chips on an entire wafer? Seems like where things are heading?
How does their attempt to acquire ARM (and failed) impact this?