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The big question is what will happen to the AMD stock price after the Xilinx close. AMD has historically competed with Intel and Nvidia, both of which have created the markets in which AMD now makes all its money. Addition of Xilinx appears to be along the same vane. However, the largest market for AMD products is now cloud computing, and a variety of other players appear to be entering the space using ARM IP, thus increasing competition with AMD. It would probably be better for AMD if Nvidia purchased ARM, since AMD competitors would then be less inclined to use ARM IP. The next five years will separate the men from the boys, or stated in a gender neutral form, the adults from the children.

Intel is becoming less of a competitor because its attention is now diverted by resurrection of their fab capabilities. Once they get it running well, probably within five years, Intel will spin off fab as a separate company because fab and chip design will prove to be incompatible businesses.

$AMD(AMD)$ $Xilinx(XLNX)$ $NVIDIA Corp(NVDA)$