Part 7/11:
For AMD: Historically, Intel's market share and performance have been key to AMD’s competitive positioning. With Intel now partnering closely with Nvidia, a formidable AI hardware and software powerhouse, AMD faces increased pressure. Nvidia's encroachment into consumer GPUs and Intel’s integration efforts could erode AMD’s market segments, especially in high-performance computing and AI.
For ARM: While ARM architectures gained prominence for mobile and low-power devices, their challenge in the traditional PC and server spaces remains. Intel’s collaboration with Nvidia might shift the market towards x86-centric solutions with integrated AI capabilities, potentially sidelining ARM's foothold in these segments.