Smartphone OEMs are struggling either with elevated component prices or with securing sufficient memory supply. NVIDIA’s moves, however, appear driven by a different logic: maximizing the number of CPUs and GPUs shipped within a constrained supply environment.

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AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer

Counterpoint Research analyst Neil Shah said AMD’s Helios chips are “on par” with Nvidia GPUs and CPUs, but the “secret sauce is in the software and optimization.”