Is there a Market for Private Cloud AI?
The Cloudcast
Data vs GPUs: Opening Opportunities for Intel and AMD
The issue of where data resides versus where GPUs reside, including the dominance of Nvidia in the market, presents an opportunity for companies like Intel and AMD to gain market share in the GPU space. The scarcity of Nvidia GPUs and potential pricing advantages could lead enterprises with existing relationships with Intel and AMD to explore new opportunities, thereby challenging Nvidia's stronghold.
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