Quote Originally Posted by Mechromancer View Post
Nvidia and Qualcomm are pressuring Intel. Microsoft now has this Windows 10 that can run x86 software on an ARM CPU. Intel sees the writing on the wall and will be making some moves. They were distracted while punching and kicking AMD on the ground and now Qualcomm and Nvidia have snuck up on them in datacenter and elsewhere.

We're going to have some fun years ahead...
That's an interesting theory. True, Intel did definitely enjoy in some profit taking these past few years. But I'm not sure I'm quite ready to say Nvidia is in a position to take away the CPU market from them just yet.

Deep learning is definitely an interesting market segment - one that is arguably more efficient on a GPU than a CPU. Having said that, I don't see any route where Nvidia can survive without a CPU helping to run the OS.