Part 10/11:
For Intel: Its ability to scale cutting-edge fabs (like 2nm processes) and maintain high yields remains uncertain. Jensen Huang's historical operational excellence could potentially help, but Intel must overcome technical hurdles.
For Nvidia: Integrating CPU and GPU architectures could complicate its product line but also provide it with an unprecedented competitive edge.
For the Industry: This alliance may accelerate the development of highly integrated AI-capable hardware and could prompt other players like AMD and ARM to reconsider their strategies, spurring innovation but also intensifying competition.