Analysis ??? Sounds more like someone paid you to promote Nvidia and bash Intel.
And what nonsense is this website allowing themselves to be exposed to SEC and the regulators in their own country to be exposed to sanctions and huge penalties just for a few bucks.
God save this world from such "Analysts" (pedigree of having been a glorified system admin for a few years).
It was an eventful Computex Taipei indeed. Intel visibly on the defensive and a little stubborn, Qualcomm omnipresent and Nvidia's superstar Jensen was everywhere to begin with. Far-reaching changes are on the horizon and the buzzword AI may even really reach maturity.