I actually think ots the other round.
Intel which already has graphics chip technology will bite and take fro Nvidia AI chip market.
There is too much legacy x86 software for companies to go to Arm.
But the AI market is open for.competition....
Intel has already closed the gap with TSMC on process tech.
Intel graphic cards got so many problems.
Which fools are buying?
spore AEM will be badly affected
as intel is its big customer
but share price no down,
why ?