Speculation: Intel Will Buy nVIDIA
11–20 of 37 posts
Re: Speculation: Intel Will Buy nVIDIA
#12pardon my ignorance..Is it trust worthy Source ??
Re: Speculation: Intel Will Buy nVIDIA
#13pardon my ignorance..Is it trust worthy Source ??
No, Cringely is generally untrustworthy.
From the article: "If this reads like a huge conspiracy theory that’s because it is."
Re: Speculation: Intel Will Buy nVIDIA
#14Intel 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).
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
#15Earlier 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.
Re: Speculation: Intel Will Buy nVIDIA
#16Earlier 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. "
Re: Speculation: Intel Will Buy nVIDIA
#17Re: Speculation: Intel Will Buy nVIDIA
#18Looking 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.
Re: Speculation: Intel Will Buy nVIDIA
#19Re: Speculation: Intel Will Buy nVIDIA
#20Earlier 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.