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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#161

Post by MrBrobot »

unethical_ban wrote: post #144
kjksf wrote: post #134

Earlier quoted context omitted.

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.

Is the method by which it’s communicated what gives you negative feelings? Because this is an approach to handling the labor dumping that’s been allowed in nearly every industry since the 1980s, and it’s been used numerous times in the US and abroad. They typically only offer temporary relief, while domestic industries should be adjusting and better trade deals get negotiated. The last I checked, that’s been happening to some degree… but it also probably needs to be supported by the ability for companies to borrow money, which the Fed (until recently) seemed hell bent on preventing, while we continued to watch the job market burn to the ground. So cash flush businesses investing in each other to keep competition alive seems like a positive here. Maybe that’s just me?

Re: Nvidia buys $5B in Intel

#162

Post by selimthegrim »

delfinom wrote: post #30
hvb2 wrote: post #11

Earlier quoted context omitted.

It would be 100% Trump to have Nvidia buy Intel and then announce how good of an investment decision he made by buying a slice of intel. USA, where the federal government is picking winners and losers by making risky stock bets with public money.

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.

https://news.ycombinator.com/item?id=45289785 - one of the comments in the linked NYT article suggests we all read Eugenia Ginsburg’s GULAG story as preparation.

Re: Nvidia buys $5B in Intel

#163

Post by brookst »

actionfromafar wrote: post #109
brookst wrote: post #98

Earlier 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.

It’s entirely possible that Larrabee could have been the platform for Transformers. Maybe, maybe not.

But certainly Intel wasn’t willing to wait for the market. Didn’t make $1 billion instantly; killed.

Re: Nvidia buys $5B in Intel

#164

Post by ninetyninenine »

jonbiggums22 wrote: post #153
phkahler wrote: post #121

Earlier 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…

Way back in the mid-late 2000s Intel CPUs could be used with third party chipsets not manufactured by Intel. This had been going on forever but the space was particularly wild with Nvidia being the most popular chipset manufacturer for AMD and also making in-roads for Intel CPUs. It was an important enough market than when ALi introduced AMD chipsets that were better than Nvidia's they promptly bought the company and…

nvidia does build SOCs already. The AGXs and other offerings. I'm curious why they want intel despite having that technical capability of building SOCs.

I realize the AGX is more of a low power solution and it's possible that nvidia is still technically limited when building SOCs but this is just speculation.

Does anybody know actual ground truth reasoning why Nvidia is buying Intel despite the fact that nvidia can make their own SOCs?

Re: Nvidia buys $5B in Intel

#165

Post by Keyframe »

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.

AMD sold off its foundries, why would they buy some again?

Re: Nvidia buys $5B in Intel

#167

Post by littlecranky67 »

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was preparing for with its GPU efforts in recent years.

Re: Nvidia buys $5B in Intel

#169

Post by ReptileMan »

euLh7SM5HDFY wrote: post #66
Panzer04 wrote: post #15

Earlier quoted context omitted.

tbf, If I were Nvidia and antitrust wasn't an issue I'd be tempted to buy the whole thing. Intel has a market cap just 2.5% of NVDA, so you could give away just 2.5% of your stock to buy the entirety of Intel. It's bonkers.

If that happened I would expect the same success story as with Boeing-McDonnell Douglas merger.

Doubtful. The gpus are usually securely mounted and there is no chance for them to ram themselves into the ground at mach speed.

Re: Nvidia buys $5B in Intel

#170

Post by whatevaa »

jonbiggums22 wrote: post #153
phkahler wrote: post #121

Earlier 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…

Way back in the mid-late 2000s Intel CPUs could be used with third party chipsets not manufactured by Intel. This had been going on forever but the space was particularly wild with Nvidia being the most popular chipset manufacturer for AMD and also making in-roads for Intel CPUs. It was an important enough market than when ALi introduced AMD chipsets that were better than Nvidia's they promptly bought the company and…

Nvidia just doesn't care about console and handheld markets. They are unwilling to make customisations and it's low margin business.
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