But do you think with the profit margins of NVidia, others won't be offering competing chips? Google already has their own for example.
From that perspective the notion that NVidia will own this AI future while others such as AMD and Intel standby, would be silly.
Im already surprised it took this long. The NVidia moat might he software, but not anything that warrants these kind of margins at this scale. It is likely there will be strong price competition on hardware for inference.
Because of the vesting milestones the stock price of AMD would go up by such an extent that creating more s hares would not dilute the share price.
Obviously, for the stock price to go up money needs to come from somewhere. It makes sense that this deal would lower the NVidia stock price, so technically it will be NVidia investors waiting too long to respond to this news that will be paying for this. A tax on the mistaken believe that NVidia has an monopoly on putting transitions in a particular configuration which they obviously don't. The rest is just momentum and this would kill that.
Without the ecosystem who wants Windows? And what will it do for reputation of the vendor or Microsoft when people can't run their apps.
People are already buying non Apple ARM laptops. They are called Chromebooks. They can run Linux apps and Android apps. And thats more than most consumers would expect.
I can not fathom the level of incompetence by vendors to want to install Windows on ARM devices.
1. The only reason you make people deal with Windows is backwards compatibility.
2. When you advertise it as a Windows laptop people will expect to be able to run their apps (they expect backwards compatibility). RIP your reputation and support inbox.
Yes, it will be harder to sell when it runs Linux. But it's the correct expectations management and at least it will suck less.
Oh well. This is what Google will do with their Chromebooks. Windows on ARM has the same future as the Windows Phone.
Also the 12ms mentioned, wasn't that from camera to screen (so the latency of both the camera sensor added to the latency of the screen) or did i misunderstand?
Now that i think about it, the eye tracking is also a camera. Hmm.
It is a great input, but more importantly: drastically lowers the required computation with foviated rendering, i.e. rendering hires where you look, not everywhere.
From that perspective the notion that NVidia will own this AI future while others such as AMD and Intel standby, would be silly.
Im already surprised it took this long. The NVidia moat might he software, but not anything that warrants these kind of margins at this scale. It is likely there will be strong price competition on hardware for inference.