Originally Posted by Napoleonic
Actually it's poor Nvidia, what would happen if both amd and Intel have their own competitive complete package for cpu and GPU in that HPC market? With who Nvidia can partner to sell their limited hardware?
It's not even if anymore, it's a matter of when.
Intel is already in the HPC market. So is AMD. These are just clustered, scalable computing packages, which can be composed of anything. You can have a farm of ARM mobile processors in an HPC package if you wanted.
Nvidia has a clear advantage in this segment that isn't going away any time soon, the more powerful the system is the less of it is needed to be scaled, thus saving in terms of cost, energy, etc.. To get the same parallel computing power out of lesser components you'd need to scale more of them, which means more cost, energy, etc..
The Tesla line of products for AI, simulations, scientific and financial applications, etc... has been very lucrative for Nvidia, its a big chunk of their business now. They get to choose who to pair up with their DGA systems, not the other way around.