Earlier quoted context omitted.
Correction: Renegotiated a prior loan as a $8.9B stock purchase.
Does that mean Intel doesn't ever have to pay it back?
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Nvidia buys $5B in Intel
141–150 of 638 posts
Re: Nvidia buys $5B in Intel
#142Earlier quoted context omitted.
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…
> It might damage intel, but given they're circling the drain already, it's hard to make matters worse. How was Intel "circling the drain"? They have a very competitive offering of CPUs, APUs, and GPUs, and the upcoming Panther Lake and Nova Lake architectures are very promising. Their products compete with AMD, NVIDIA, and ARM SoCs from the likes of Apple. Intel may have been in a rut years ago, but they've recovere…
When your own most competitive products are being made by your competitor for you, while you still have the cost center of running your own production fabs incapable of producing your most competitive products, and receiving bailouts just to keep the lights on...
Some would say that's circling the drain.
Re: Nvidia buys $5B in Intel
#143Re: Nvidia buys $5B in Intel
#144Earlier quoted context omitted.
> 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?
The parent comment is speculation. But yes, speculatively, a legislative act of investment would be less authoritarian than the whims of an executive that puts tariffs on your product constantly unless you do what he says.
Re: Nvidia buys $5B in Intel
#145So AMD got ATI, and now NVidia gets Intel.
Difference is, AMD wasn't a competitor for ATi. One mostly built CPU's, while another- GPUs. These two, on the other hand, are competing in several major product categories. Overall, not a good look
>One mostly built CPU's, while another- GPUs.
I mean that also applies to Intel and Nvidia. Intel does make GPUs but their market impact is basically zero.
Re: Nvidia buys $5B in Intel
#146Remember 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…
Except ofc. China has banned Nvidia.
https://www.ft.com/content/12adf92d-3e34-428a-8d61-c91695119...
Re: Nvidia buys $5B in Intel
#147Intel 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.
Being fabless is a huge strategic advantage to chip designers. Intel's biggest problem has been that theyre stuck on shitty fabs. Nvidia, amd, and qualcomm do not want to be in that position.
Re: Nvidia buys $5B in Intel
#148> For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs. https://www.intc.com/news-events/press-releases/detail/1750/... What’s old is new again: back in 2017, Intel tried something similar with AMD (Kaby Lake-G). They paired a Kaby La…
RIP Arc and Gaudi. There is no other way how to read this. Fewer competitors => higher prices.
Absolutely. This is terrible news for high emission gamers, who have been living under the boot of Nvidia for decades.
Re: Nvidia buys $5B in Intel
#149Earlier 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 not convinced. The latest Battlemage benchmarks I've seen put the B580 at the same performance as the RTX 4060 (which is a two years old entry-level card) but with 50% more power consumption (80W vs 125W average). It's good to have more than one open source supporting graphics vendor, but I don't think Nvidia is losing any sleep over Intel's GPU offerings.
nvidia's margins are over 80% for datacenter products. If Intel can produce chips with enough vram and performance on par with nvidia from 2 years ago at 30% margins theyd steal a lot of business, if they can figure out the cuda side of things.
Re: Nvidia buys $5B in Intel
#150Earlier quoted context omitted.
I'm not convinced. The latest Battlemage benchmarks I've seen put the B580 at the same performance as the RTX 4060 (which is a two years old entry-level card) but with 50% more power consumption (80W vs 125W average). It's good to have more than one open source supporting graphics vendor, but I don't think Nvidia is losing any sleep over Intel's GPU offerings.
Battlemage had the best perf/% and most the driver issues from Alchemist had been ironed out. Another generation or two of steady progress and intel have a big winner on their hands. Intel's foundry costs are probably competitive with nvidia too - nvidia has too much opportunity cost if nothing else.
What is performance per percent?