Also, the US Govt bought $8.9B in stock last month I guess https://www.intc.com/news-events/press-releases/detail/1748/...
Correction: Renegotiated a prior loan as a $8.9B stock purchase.
Does that mean Intel doesn't ever have to pay it back?
Nvidia buys $5B in Intel
131–140 of 638 posts
Re: Nvidia buys $5B in Intel
#132NVIDIA is Jensen Huang life, and he is probably the best CEO in the USA. But he should be careful. Possible Shareholders lawsuits come with Discovery. NVIDIA sales to Coreweave for example, a company they have shares on is starting to look a lot like self-dealing.
Also, since this Intel deal makes no sense for NVIDIA, a good observer would notice that lately, he seems to spend more time on Air Force One than with NVIDIA teams. The leak of any evidence, showing this was an investment ordered by the White House, will make his company hostage of future demands from the current corrupt administration. The timing is already incredibly suspicions.
We will know for sure he become a hostage, if the next NVIDIA investment is on World Liberty Financial.
"Anatomy of Two Giant Deals: The U.A.E. Got Chips. The Trump Team Got Crypto Riches." - https://www.nytimes.com/2025/09/15/us/politics/trump-uae-chi...
Re: Nvidia buys $5B in Intel
#133Remember 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? Had Apple failed, Microsoft would probably have been found to have a clear monopolistic position. And microsoft was already in hot waters due to InternetExplorer IIRC.
Yep. MSFT needed Apple because of Anti-trust issues.
Apples demise wouldve nailed the case.
Re: Nvidia buys $5B in Intel
#134Earlier quoted context omitted.
>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.
You try to pin this (hypothetical) as fascism.
Let's assume Trump admin pressured Nvidia to invest in intel.
Chips act (voted by Democrats / Biden) gave Intel up to $7.8 billion of YOUR money (taxes) in form of direct grants.
Was it more of "Mussolini-style corporatism" to you or not?
Re: Nvidia buys $5B in Intel
#135NVIDIA is Jensen Huang life, and he is probably the best CEO in the USA. But he should be careful. Possible Shareholders lawsuits come with Discovery. NVIDIA sales to Coreweave for example, a company they have shares on is starting to look a lot like self-dealing. Also, since this Intel deal makes no sense for NVIDIA, a good observer would notice that lately, he seems to spend more time on Air Force One than with NVI…
The entire AI ecosystem that is being built out looks very suspect frankly..
Re: Nvidia buys $5B in Intel
#136Earlier quoted context omitted.
> 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…
Those people aren't American citizens, the comparison doesn't fit.
Re: Nvidia buys $5B in Intel
#137Earlier quoted context omitted.
I don't think this is Intel trying to save itself, it's nVidia. Intel GPUs have been in 3rd place for a long time, but their integrated graphics are widely available and come in 2nd place because nVidia can't compete in the x86 space. Intel graphics have been closing the gap with AMD and are now within what? A factor of 2 or less (1.5?) IMHO we will soon see more small/quiet PCs without a slot for a graphics card, re…
Xe2 is superior to current AMD integrated already
I think the comparison was between Nvidia standalone graphics chips and Intel integrated graphics capabilities.
Re: Nvidia buys $5B in Intel
#138Capitalism, all at the hands of just a bunch of people.
Re: Nvidia buys $5B in Intel
#139Remember 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.
Competition?
Re: Nvidia buys $5B in Intel
#140Earlier quoted context omitted.
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.
I think for Larrabee it was intel experimenting to find other markets for their Atom cores, and if there was market for it they needed to have the tenacity to cultivate it. Similar to how nvidia took huge amounts of time establishing GPGPU, CUDA, then machine learning, through to reaping the rewards over the past few years.
2010-2011 was also the time that AMD were starting to moan a bit about DX11 and the higher level APIs not being sufficient to get the most out of GPUs, which led to Mantle/Vulkan/DX12 a few years down the road. Intel did a bit regarding massively parallel software rendering, with the flexibility to run on anything x86 and implement features as you liked, or AMD's efforts for 'fusion' (APU+GPU, after recently acquiring ATi) or HSA which I seem to recall was about dispatching different types of computing to the best suited processor(s) in the system for it. However I got the impression a lot of development effort is more interested in progressing on what they already have instead of starting in a new direction, and game studios want to ship finished and stable/predictable product, which is where support from intel would have helped.