Intel CPU follow-up, Nvidia Superchips, AMD MI300A
Intel Inside (AI data centers), Grace Hopper & Grace Blackwell, MI300A
Last week, we asked if Intel CPUs were undifferentiated in AI data centers. This post continues that analysis and investigates the influence of Nvidia's Superchips and AMD's MI300A on data center CPU usage.
CPUs in the AI server
Understanding the role and quantity of x86 CPUs within AI data centers is key to accurately sizing the incremental CPU TAM. Let…