Part 6/10:
Additionally, Nvidia’s engagement with Intel—having recently invested in them—appears strategic. It grants Nvidia critical access to Intel’s market channels, positioning Nvidia as a more direct competitor to AMD than before. This could shift market share dynamics, especially if Nvidia secures exclusive supply agreements for the hardware powering large-scale AI deployments.
Furthermore, Nvidia's move puts pressure on other hyperscalers like Microsoft, Google, and Amazon, which now face increased competition in their efforts to dominate AI cloud services. The industry is witnessing an intensified AI arms race, with Nvidia solidifying its ecosystem at the core.