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XLNX - Nvidia Is A Real Threat But AMD Has Proven Its Mettle
Xilinx Inc.
AMD has outmaneuvered Intel despite having a much smaller R&D budget and looks to continue its superiority.
NVDA is AMD’s true challenger with its foray into Arm-based architecture CPU that’s expected to provide huge revenue growth in the enterprise server market.
With NVDA’s dominance in data center GPU and its impending CPU’s entry, the Xilinx acquisition through its FPGA’s leadership may prove to be the silver lining.