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Intel used to say, "For every GPU sold there's an Intel CPU sold." At least in the PC gaming days, when that was Nvidia's core biz and Intel had no real response (frankly, that apathetic retort could explain a lot about Intel's struggles). Now, Nvidia is taking a similar approach -- for every QPU sold there are n GPUs sold. And, they will be right for the next 5 years or so because hybrid workflows, where classical are integral to the workload and quantum is specialized, are the common case. But, if QPU roadmaps are true, GPU/CPU supercomputers will be losing ground to QPU supercomputers. At which point, Nvidia probably acquires a QPU company. And QPU companies merge with other GPU/CPU companies. Disruption will force a change in the supercomputing business. Nvidia may or may not be a winner. We shall see.


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