Nvidia is ready to storm Intel’s PC market

The rising memory content of the “AI PC” gives Nvidia its best shot ever at taking serious market share from the dominant CPU supplier.

Nvidia gave yet another triumphant quarterly report on Wednesday evening, and also gave the clearest sign yet that it intends to take on Intel directly for control of the personal computer. Basically, Nvidia has tremendous access to the resources an “AI PC” needs—namely, lots and lots of memory circuitry.