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Speculation: Intel Will Buy nVIDIA

cringely.com

11–20 of 37 posts

Re: Speculation: Intel Will Buy nVIDIA

#13
post #12
post #9

pardon my ignorance..Is it trust worthy Source ??

No, Cringely is generally untrustworthy.

Cringely means well, but he tends to get these sorts of hunches that don't necessarily have any basis in reality.

From the article: "If this reads like a huge conspiracy theory that’s because it is."

Re: Speculation: Intel Will Buy nVIDIA

#14
post #8

Intel will not buy Nvidia. More like Intel can't. The deal would never go through all the checks. Intel doesnt need Nvidia and Nvidia cannot make a CPU part. At-least not an x86 CPU part (licensing).

Setting aside the antitrust issues...

Intel needs nVidia because it (arguably) cannot make a GPU part (the ones it has are slow, Larrabee is a bust). nVidia is (arguably) less dependent on Intel since it has standalone GPUs as well as low power integrated ARM+GPUs. This makes nVidia well positioned in the low power mobile world, a place where Intel just started to aspire to.

In "An Inconvenient Truth: Intel Larrabee story revealed" http://www.brightsideofnews.com/print/2009/10/12/an-inconven... (discussed on HN yesterday http://news.ycombinator.com/item?id=980927), skip down to the section "GPU is dead" and the war with nVidia. In it, the author asserts Intel started a war with nVidia before it had real ammunition (Larrabee) and is in a world of hurt as a result. His speculation is "...on Intel giving an x86 license to nVidia in exchange for cross-license patent, but only time will tell how the situation will develop."

If true, that would give nVidia a x86 CPU in addition to their ARM CPU and graphics GPU. Pretty interesting thought.

Re: Speculation: Intel Will Buy nVIDIA

#15
post #4

Earlier quoted context omitted.

AMD / ATI?

Yes, but that was smaller/smaller. This is bigger/bigger, so it's not necessarily proof that it would be allowed.

However, with AMD holding a clear lead in the GPU market at the moment, and the GPU market probably being of more concern to regulators than the chipset market, now is probably the easiest time for Intel to buy NVidia.

Re: Speculation: Intel Will Buy nVIDIA

#16
post #13
post #12

Earlier quoted context omitted.

No, Cringely is generally untrustworthy.

Cringely means well, but he tends to get these sorts of hunches that don't necessarily have any basis in reality. From the article: " If this reads like a huge conspiracy theory that’s because it is. "

Thanks .. and i feel '?' should be added to the title ...That was some news when i saw the title...but now one of those predictions...

Re: Speculation: Intel Will Buy nVIDIA

#18

Looking at the respective balance sheets of both companies, it's certainly possible. I was thinking it might not be.. but was surprised to see Intel has a 110bn market cap versus nVidia's 8..

One of the most reliable rules on the internet is that Cringley is always wrong.

You're confusing Cringely with John C. Dvorak.

Re: Speculation: Intel Will Buy nVIDIA

#20

Earlier quoted context omitted.

One of the most reliable rules on the internet is that Cringley is always wrong.

Cringely called the HP-Compaq acquisition perfectly. He gets out there a ways but is not as wrong as often as he is really right in my experience.

Did he think it would be a good idea or not - I can't remember
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