

I think that’s 100% what this is, and it’s a very smart play if that’s the case. Intel are reeling from some significant setbacks, while Nvidia is swimming in cash. There’s never been a better time for them to make a play for the desktop CPU space.
And they’ve got absolutely no illusions about what’s happening with AI. They’re the ones who are literally paying AI companies to buy their chips. They know the space is collapsing. But as the guys selling the picks and shovels, they can ride out that collapse if they’re smart.
End of the day, if what we get out of this is a new, serious competitor in the CPU space, that’ll at least be some kind of win. With Nvidia’s money and expertise they could really force Intel to get their shit together. AMD chasing their heels is the only that’s ever kept them from completely going to shit, but more competition is even better. With all three major companies playing in both the CPU and GPU spaces, that could be really good for consumers.
Yeah, we’ve been through this exact same game with multiple iterations of Intel and AMD chips. When AMD first started doing consumer CPUs they badged them according to their equivalent Intel clock speed because one to one comparisons were misleading.
What’s the L1 and L2 cache? What are the bus speeds? How many cores and how are they architectured? Multi-threading? How many steps is the instruction cycle? There are so many factors beyond just clock speed that play into real world performance.