If they are going to be the most broadly adopted AI platform where does that leave nvidia?
What is the AI PC platform? The experience on windows with windows 11 for just the basic UI of the start menu leaves a lot to be desired, is copilot adoption on windows that popular and does it take advantage of this AI PC platform?
Ryzen AI 400 mobile CPU chips are also releasing soon (though RocM is still blah I think)
Nvidia is still playing in the AI space despite all the noise of others on their AI offerings - and despite intel hype, Nividias margins at least recently have been incredible (ie, people still using them) so their platform hasn't yet been killed by intel's "most widely adoptoped" AI platform offering
What is the AI PC platform? The experience on windows with windows 11 for just the basic UI of the start menu leaves a lot to be desired, is copilot adoption on windows that popular and does it take advantage of this AI PC platform?
Ryzen AI 400 mobile CPU chips are also releasing soon (though RocM is still blah I think)
Nvidia is still playing in the AI space despite all the noise of others on their AI offerings - and despite intel hype, Nividias margins at least recently have been incredible (ie, people still using them) so their platform hasn't yet been killed by intel's "most widely adoptoped" AI platform offering