Intel Corp (INTC)

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wbmw,

Always appreciate your insights. My view is that should the GPU business start to show a negative trend that cannot be offset by Tegra, then Jensen will probably sell the company. The company is incredibly cash rich and continues to bulk up its cash position, which keeps on making it a deeper and deeper value play each day.

I am still surprised that Intel hasn't yet bought Nvidia, but should things start to look bad for dGPU growth, I would fully expect that this kind of deal would go on the table. While Intel is making strides with GenX graphics, they're still nowhere near what MVidia and its 20 years of graphics IP can do.