"Of all the chip companies that could fill Intel's shoes, Nvidia was the obvious choice, despite the fact it doesn't actually produce any of its own chips."
"The decision reflects a shift in value from general-purpose CPUs to GPUs and a preference for complete system designs."
"You need CPUs to light up the GPUs but from a metric value, GPUs are a larger portion of the growth."
"Nvidia's rapid rise from PC graphics peddler to datacenter Goliath has, however, put the firm at the mercy of the market."
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