So does this cut out Intel/x86 from all the massive new datacenter buildouts entirely? They've already lost Apple as a customer and are not competitive in the consumer space. I don't see how they can realistically grow at all with x86.
>are not competitive in the consumer space
AFAIK they still dominate on clock rate, which I was surprised to see when doing some back of the envelope calculations regarding core counts.
I felt my 8 core i9 9900K was inadequate, so shopped around for something AMD, and IIRC the core multiplier of the chip I found was dominated by the clock rate multiplier so it’s possible that at full utilization my i9 is still towards the best I can get at the price.
Not sure if I’m the typical consumer in this case however.
Even Apple hardware looks inexpensive compared to Nvidia's huge premium. And never mind the order backlog.
x86 and Apple already sell CPUs with integrated memory and high bandwidth interconnects. And I bet eventually Intel's beancounter board will wake up and allow engineering to make one, too.
But competition is good for the market.