> which customer would prefer to buy IP from a potential competitor rather than from a neutral provider.
The same customers that buy NVIDIA GPUs, NVIDIA interconnects, support NVIDIA's software, etc.
You seem to be suggesting that this "somehow" matters, but are not explaining "why" do you think this matters.
AFAICT if AMD wants to ship a data-center node, it needs Mellanox interconnect, and has to buy that from NVIDIA, pretty much in the same way that NVIDIA ships AMD CPUs with their DGX boxes.
There are dozens of thousands of pattents that all these companies need to buy from each other on a regular basis to function.
I don't see how this particular change makes the status quo worse.
Why?
> which customer would prefer to buy IP from a potential competitor rather than from a neutral provider.
The same customers that buy NVIDIA GPUs, NVIDIA interconnects, support NVIDIA's software, etc.
You seem to be suggesting that this "somehow" matters, but are not explaining "why" do you think this matters.
AFAICT if AMD wants to ship a data-center node, it needs Mellanox interconnect, and has to buy that from NVIDIA, pretty much in the same way that NVIDIA ships AMD CPUs with their DGX boxes.
There are dozens of thousands of pattents that all these companies need to buy from each other on a regular basis to function.
I don't see how this particular change makes the status quo worse.