NVLink-C2C

AMD, Intel, Nvidia, Arm, and Qualcomm are selling datacenter CPUs into the AI buildout, but the instruction set architecture (ISA) matters less than the coherent link to the GPU. The coherent host soc…

AMD, Intel, Nvidia, Arm, and Qualcomm are competing in the datacenter CPU market driven by agentic AI, which has shifted the CPU-to-GPU ratio from 1:4 toward 1:1. The market sees these CPUs as commodi…