11–20 of 638 posts
Precursor to full acquisition perhaps...also maybe Jensen play to Trump a bit in this.
USA, where the federal government is picking winners and losers by making risky stock bets with public money.
Erm, a rather important point to bury down the story. The fiest question on anyone’s lips will be is this $5bn to build new chip technology, or $5bn for employees to spend on yachts?
Looks like using GPU IP to take over other brands' product lines is now officially an nVidia strategy.
I guess the obvious worry here is whether Intel will continue development of their own dGPUs, which have a lovely open driver stack.
5B is a fairly tiny stake (Intel's market cap is around 120B), other than the "we're now working together" signal, why is this news?
As customer they get better access to Intel Foundry and can offload some capacity from TSMC.
5B is a fairly tiny stake (Intel's market cap is around 120B), other than the "we're now working together" signal, why is this news?
Intel has a market cap just 2.5% of NVDA, so you could give away just 2.5% of your stock to buy the entirety of Intel. It's bonkers.
About 16 years ago, Intel was considered an ugly monopoly that Nvidia didn't like [0]. It seems as if they have switched sides now. [0]: https://www.fudzilla.com/6882-nvidia-continues-comic-campaig... >
Precursor to full acquisition perhaps...also maybe Jensen play to Trump a bit in this.
Ofc I would kind of hope/expect antitrust to object given that Intel makes both GPUs and CPUs, and Nvidia is/has dipped their toes into CPU production as well.
What's the significance of $5B of stock? Does that mean controlling share in Intel?
5B is a fairly tiny stake (Intel's market cap is around 120B), other than the "we're now working together" signal, why is this news?