Arm's New Chip Won't Dethrone Nvidia, But Intel Should Be Nervous
Arm built a 136-core data center chip and everyone asked if Nvidia was in trouble. Nvidia is fine. Intel's executive said there's "nothing new here," which is exactly what you say when you're trying not to panic. The real fight is over who owns the CPU layer in AI data centers, and that fight just got interesting.
By Milo Hart · 3 min read