The dilemma is when you have tech A: Profitable and large. Tech B: Unprofitable and small, but the tech itself improves at a faster rate than tech A.
GPUs were their true dilemma. GPUs were only good for gamers, who are picky and extremely value sensitive. Whereas CPUs could be sold to datacenters and enterprises, very high profit margins. Hence CPUs were core at intel, no one has the balls to bet on GPUs and go all in.
But CPUs ran out of performance improvements, GPUs continue to scale up because of parallelism.
Then suddenly, new valuable applications started to be based on GPUs, first Crypto, now AI. Now CPUs are completely commoditized, and Nvidia dominates the money-printing GPU market, and worth 8x of intel.
NUCs are not some rapidly improving tech, they are just some minor market that is profitable but never that large.
The dilemma is when you have tech A: Profitable and large. Tech B: Unprofitable and small, but the tech itself improves at a faster rate than tech A.
GPUs were their true dilemma. GPUs were only good for gamers, who are picky and extremely value sensitive. Whereas CPUs could be sold to datacenters and enterprises, very high profit margins. Hence CPUs were core at intel, no one has the balls to bet on GPUs and go all in.
But CPUs ran out of performance improvements, GPUs continue to scale up because of parallelism. Then suddenly, new valuable applications started to be based on GPUs, first Crypto, now AI. Now CPUs are completely commoditized, and Nvidia dominates the money-printing GPU market, and worth 8x of intel.
NUCs are not some rapidly improving tech, they are just some minor market that is profitable but never that large.