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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#101

Post by mschuster91 »

adrr wrote: post #82
JCM9 wrote: post #65

Intel is a strategically important company for the United States. This smells like a token investment to appease the US government. Not saying it’s bad, but very much looks like that.

Only the fab part is. Intel needs to separate the two. Maybe Nvidia, AMD, or Qualcomm can buy the the fab part.

Why would either of these three be interested in buying a fab? The only other large player with its own fab is Samsung and Samsung has the same problem that Intel has, namedly a fab that is nowhere near close to TSMC.

I agree that Intel would be better served to spin off its fab division, a potential buyer could be the US government for military and national security relevant projects.

Re: Nvidia buys $5B in Intel

#102

Post by snake42 »

voxadam wrote: post #69
nabla9 wrote: post #14

Earlier quoted context omitted.

In terms of voting stock, they become the biggest owner after US Commerce Department. As customer they get better access to Intel Foundry and can offload some capacity from TSMC.

> In terms of voting stock, they become the biggest owner after US Commerce Department. As I understand it the government's shares are non-voting.

The U.S. government won’t have a seat on the board and agreed to vote with Intel’s board on matters requiring shareholder approval “with limited exceptions.”

Re: Nvidia buys $5B in Intel

#103

Post by mrtksn »

qzw wrote: post #31

Remember when Microsoft invested in Apple when Apple was down in the dumps? This is giving similar vibes. That deal was arguably what saved Apple near its nadir. I’m not a fan of Intel’s past monopolistic practices, but for the sake of sustaining competition in the CPU/GPU market, I hope this deal works out for them even half as well as the MS deal did for Apple.

Does intel have someone who will return and change the course of the company or return to its original mission or something of that sort?

Re: Nvidia buys $5B in Intel

#105

Post by rm445 »

ericmay wrote: post #32
JonChesterfield wrote: post #29

I can think of _nothing_ with a better shot at unseating nvidia than a merger with intel. Fingers crossed for ever closer union between the two.

They aren’t merging - this is Nvidia ensuring their tech is in Intel chips.

Might rather see it the other way around - Nvidia getting license to create products with x86(_64) CPUs integrated in the silicon. Nvidia are the big boy in this transaction and they'll get what they want out of it. But I can see the attraction for Intel.

Re: Nvidia buys $5B in Intel

#106

Post by whatever1 »

JonChesterfield wrote: post #59
imiric wrote: post #46

Earlier quoted context omitted.

You can't be serious. Intel was well on its way to be a considerable threat to NVIDIA with their Arc line of GPUs, which are getting better and cheaper with each generation. Perhaps not in the enterprise and AI markets yet, but certainly on the consumer side. This news muddies this approach, and I see it as a misstep for both Intel and for consumers. Intel is only helping NVIDIA, which puts them further away from uns…

I'm sure Larrabee will be superb any year now. The Xeon phi will rise again. For supporting evidence, the success of Aurora. Weren't the loss-leading arc GPUs cancelled as well? Maybe that only one generation of them, it does look like some are on the market now. I think this partnership will damage nvidia. It might damage intel, but given they're circling the drain already, it's hard to make matters worse. It's prob…

Has Nvidia has ran any fab successfully ?

Re: Nvidia buys $5B in Intel

#107

Post by sigwinch »

mrtksn wrote: post #103
qzw wrote: post #31

Remember when Microsoft invested in Apple when Apple was down in the dumps? This is giving similar vibes. That deal was arguably what saved Apple near its nadir. I’m not a fan of Intel’s past monopolistic practices, but for the sake of sustaining competition in the CPU/GPU market, I hope this deal works out for them even half as well as the MS deal did for Apple.

Does intel have someone who will return and change the course of the company or return to its original mission or something of that sort?

Oh, I bet Elon has been handed some ideas.

Re: Nvidia buys $5B in Intel

#108

Post by jszymborski »

jasode wrote: post #85
qzw wrote: post #31

Remember when Microsoft invested in Apple when Apple was down in the dumps? This is giving similar vibes. That deal was arguably what saved Apple near its nadir. I’m not a fan of Intel’s past monopolistic practices, but for the sake of sustaining competition in the CPU/GPU market, I hope this deal works out for them even half as well as the MS deal did for Apple.

>Remember when Microsoft invested in Apple when Apple was down in the dumps? This is giving similar vibes. Doesn't feel the same because the 1997 investment was arranged by Apple co-founder Steve Jobs. He had a long personal relationship with Bill Gates so could just call him to drop the outstanding lawsuits and get a commitment for future Office versions on the Mac. Basically, Steve Jobs at relatively young age of 4…

> This $5 billion investment feels more like the result of back-channel discussions with the US government where they "politely" ask NVIDIA to help out Intel in exchange for less restrictions selling chips to China.

Stinks of Mussolini-style Corporatism to me.

Re: Nvidia buys $5B in Intel

#109

Post by actionfromafar »

brookst wrote: post #98
fidotron wrote: post #81

Earlier quoted context omitted.

But what they've completely resisted so far is any non trivial modification. They turned down Acorn about the 286, which led to Acorn creating the Arm, they have turned down various console makers, they turned down Apple on the iPhone, and so on. In all cases they thought the opportunities were beneath them. Intel has always been too much about what they want to sell you, not what you need. That worked for them when…

Intel’s test for new business ideas has always been: will it make $1B in the first year? It leads to mistakes like you mention, where a new market segment or new entrant is not a sure thing. And then it leads to mistakes like Larrabee and Optane where they talk themselves into overconfidence (“obviously this is a great product, we wouldn’t be doing it if it wasn’t guaranteed to make $1B in the first year”). It is ver…

Larrabee could have grown into something very cool if they had not dropped it and made it available on the open market, donated to universities and so on. Transputer vibes.

Re: Nvidia buys $5B in Intel

#110

Post by mschuster91 »

geertj wrote: post #67
delfinom wrote: post #30

Earlier quoted context omitted.

Not even the government at this point. The oligarchs are now in full control of the US and are dividing up their kingdoms. The plans for glulags for detractors are also being placed.

> The plans for glulags for detractors are also being placed. This needlessly divisive and devoid of any factual basis. No gulags will exist and you know it.

> This needlessly divisive and devoid of any factual basis. No gulags will exist and you know it.

What about "Alligator Alcatraz", that has been called "concentration camp" [1] (so comparable with a gulag), or where the Korean detainees from the raid on the Hyundai/LG plant ended up, alleging utterly horrible conditions [2]? And there's bound to be more places like the latter, that was most likely just the tip of the iceberg and we only know about the conditions there because the South Korean government raised a huge stink and got the workers out of there.

Okay, Alcatraz 2.0 did get suspended in August to my knowledge, but that's only temporary. It's bound to get the legal issues cleaned up and then be re-opened - or the case makes its way through to the Supreme Court with the same result to be expected.

[1] https://newrepublic.com/article/197508/alligator-alcatraz-tr...

[2] https://www.bbc.com/news/articles/c07v1j98ydvo

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