Lee: Is Nvidia Grace a sign of doubt?

Nvidia’s entry into the data center CPU game has been widely celebrated as a landmark move that poses an existential threat to Intel’s dominance in the data center. Accordingly, Nvidia’s stock jumped 5.62 percent upon the announcement while Intel’s dropped 4.18 percent. However, the advent of Project Grace feels like something else. It could suggest that Nvidia sees the writing on the wall and needs a hedge in the event that Nvidia’s $40 billion acquisition of Arm falls through.

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Tech Insight: Heterogenous Computing

The semiconductor industry is the foundation of our digital world. Everything runs on semiconductor products and continues to advance with each new process node. As we reach the physical limits of Moore’s Law, what comes next? Heterogenous computing and heterogenous packaging are opening up new possibilities for progressing Moore’s Law through advancements in the way that we design, integrate semiconductor devices and systems.

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