In the Global Chip Rivalry, a New Drama Might Be Unfolding

"No physical quantity can continue to change exponentially forever. Your job is delaying forever." – Gordon Moore

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Competition in the semiconductor industry never stops, and yesterday we saw announcements that Nvidia and Intel plan to expand into each others' traditional domains. Nvidia announced plans to release the RTX Spark superchip that combines its Blackwell GPU technology with a CPU co-designed with Taiwan's MediaTek. The RTX will compete in a...

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