ORCL - X86 Killer Pt 2: Nvidia Stealthily Leaked The DPU! How The 3 Semiconductor Musketeers Will React
Followers to my profile are likely aware of the buzz I generated last week when I stirred up the hornet's nest with my claim, Amazon's AWS About To Grow 45%+ And Just Killed The X86 Processor - Watch Out Intel And AMD.
Well, because I believe that the cloud is driving major change both to financial statement accounting and through its evolution of the legacy data centers into a bold new market, I think the x86's role, mostly dominated by Intel (INTC) and AMD (AMD), is a key insight into