this post was submitted on 05 Aug 2023
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In one hand I want the Nvidia quasi monopoly to end. On the other hand it might bankrupt AMD on its way.
Be hard to bankrupt AMD when their CPUs make them tons of money.
And for the time being, AMD offers the best CPU-iGPU combination. Intel is still lagging behind on GPU tech and NVidia has no x86 CPU -- even though the most important patents expire in two years, I don't think NVidia will make an x86 CPU without the more modern extensions that are still patented.
Best cpu+igpu yes, but not only that. In the server realm they're doing incredibly well. EPYC remains unmatched by anything Intel has.
ARM has a future in servers too, but for a lot of companies it isn't there yet (personally, I hope it never is and they go to RISC-V instead but yeah).