This is to replace soon to die peripherals like GPUs
NVIDIA kicked off this trend with their DPU and it makes sense for Intel and certainly Cisco to join in. At a workload level as this is an increasing DC overhead workload, but it also makes sense from a business continuation standpoint for NVIDIA. It is no secret, but GPUs probably won't exist ten years from now, as really we do not need bigger monitors at higher resolution. May be 8k in some cases, but my 32 inch 4k is already more than I need and can usefully see, at 8k it would either be 64" or the pixels woud become smaller giving no benefit. GPUs will just get built into CPUs again, hence the interest in ARM and why NVIDIA needs DPUs. AI won't cut it for NVIDIA, the specialist vendors have superior technology and Gus fail at scale