<story><title>Nvidia is now worth more than Intel</title><url>https://www.techspot.com/news/85932-nvidia-passes-intel-most-valuable-us-chipmaker.html</url></story><parent_chain><item><author>ksec</author><text>While I think CUDA has very little competition and seems to be de facto standard in the ML industry, judging from the comment on CUDA 11 post[1] Nvidia still have some low hanging fruit to fix.&lt;p&gt;I am still waiting for Nvidia to make their play in CPU Market. May be a move in ARM Server CPU space. They have AI&amp;#x2F;ML with GPGPU, High performance networking with Mellanox. Surely the next logical step should be HPC CPU? Or at least reselling ARM&amp;#x27;s N1 blueprint solution.&lt;p&gt;Nvidia has a Forward Earning Ratio of about 41. Which seems reasonable ( Comparatively Speaking in today&amp;#x27;s market ).&lt;p&gt;Meanwhile Intel has limited upside. On the Client Computing Side Around 7% of revenue will vanished due to Apple switching to their own Silicon. And for the first time ever they have real competition in Notebook market ( AMD was never really in the Notebook market segment in its entire history ). In DataCenter they will be facing threats from Zen 3 and ARM. And I am very skeptical of their GPU moves. The market is still expanding so there is the possibility for them to sustain their revenue, I just dont see how they could grow its current record revenue in the next few years.&lt;p&gt;[1] &lt;a href=&quot;https:&amp;#x2F;&amp;#x2F;news.ycombinator.com&amp;#x2F;item?id=23772245&quot; rel=&quot;nofollow&quot;&gt;https:&amp;#x2F;&amp;#x2F;news.ycombinator.com&amp;#x2F;item?id=23772245&lt;/a&gt;</text></item></parent_chain><comment><author>kkielhofner</author><text>Nvidia has been producing their own ARM cores since at least 2014:&lt;p&gt;&lt;a href=&quot;https:&amp;#x2F;&amp;#x2F;en.wikipedia.org&amp;#x2F;wiki&amp;#x2F;Project_Denver&quot; rel=&quot;nofollow&quot;&gt;https:&amp;#x2F;&amp;#x2F;en.wikipedia.org&amp;#x2F;wiki&amp;#x2F;Project_Denver&lt;/a&gt;&lt;p&gt;The ARM core performance hasn&amp;#x27;t been spectacular vs the latest and greatest from Samsung and Apple but combined with CUDA and tensor cores it can provide pretty incredible results considering the cost, form factor, and power consumption. Carmel is also at least two years old at this point...&lt;p&gt;Their project Denver announcement from 2011 discusses plans for server and HPC applications:&lt;p&gt;&lt;a href=&quot;https:&amp;#x2F;&amp;#x2F;blogs.nvidia.com&amp;#x2F;blog&amp;#x2F;2011&amp;#x2F;01&amp;#x2F;05&amp;#x2F;project-denver-processor-to-usher-in-new-era-of-computing&amp;#x2F;&quot; rel=&quot;nofollow&quot;&gt;https:&amp;#x2F;&amp;#x2F;blogs.nvidia.com&amp;#x2F;blog&amp;#x2F;2011&amp;#x2F;01&amp;#x2F;05&amp;#x2F;project-denver-proc...&lt;/a&gt;</text></comment>
<story><title>Nvidia is now worth more than Intel</title><url>https://www.techspot.com/news/85932-nvidia-passes-intel-most-valuable-us-chipmaker.html</url></story><parent_chain><item><author>ksec</author><text>While I think CUDA has very little competition and seems to be de facto standard in the ML industry, judging from the comment on CUDA 11 post[1] Nvidia still have some low hanging fruit to fix.&lt;p&gt;I am still waiting for Nvidia to make their play in CPU Market. May be a move in ARM Server CPU space. They have AI&amp;#x2F;ML with GPGPU, High performance networking with Mellanox. Surely the next logical step should be HPC CPU? Or at least reselling ARM&amp;#x27;s N1 blueprint solution.&lt;p&gt;Nvidia has a Forward Earning Ratio of about 41. Which seems reasonable ( Comparatively Speaking in today&amp;#x27;s market ).&lt;p&gt;Meanwhile Intel has limited upside. On the Client Computing Side Around 7% of revenue will vanished due to Apple switching to their own Silicon. And for the first time ever they have real competition in Notebook market ( AMD was never really in the Notebook market segment in its entire history ). In DataCenter they will be facing threats from Zen 3 and ARM. And I am very skeptical of their GPU moves. The market is still expanding so there is the possibility for them to sustain their revenue, I just dont see how they could grow its current record revenue in the next few years.&lt;p&gt;[1] &lt;a href=&quot;https:&amp;#x2F;&amp;#x2F;news.ycombinator.com&amp;#x2F;item?id=23772245&quot; rel=&quot;nofollow&quot;&gt;https:&amp;#x2F;&amp;#x2F;news.ycombinator.com&amp;#x2F;item?id=23772245&lt;/a&gt;</text></item></parent_chain><comment><author>klelatti</author><text>Very succinct summary - with the contrast (from an investor perspective) magnified by the fact that Nvidia has stable management that has delivered over a number of years, compared to Intel&amp;#x27;s untested CEO and recent history of significant mis-steps.</text></comment>