Could AMD argue that Intel's licence agreement for x86-64 is at risk since it requires that Intel (and AMD) may not change hands?
Nvidia buys $5B in Intel
171–180 of 638 posts
Re: Nvidia buys $5B in Intel
#172I'm very pessimistic about this. Goodbye to those nice, budget-friendly intel GPUs. nGreedia is going to continue selling 8 gig cards to consumers forever.
Re: Nvidia buys $5B in Intel
#173I'm guessing NVidia didn't do this by choice. Propping up Intel doesn't seem in their best interests, nor does it do their share holders any favors by diluting their rapid growth.
> I'm guessing NVidia didn't do this by choice. Propping up Intel doesn't seem in their best interests
In a top-down oligarchy, their best interests are served by focusing on the desires of the great leader, in contrast to a competitive bottom-up market economy, where they would focus on the desires of customers and shareholders.
Re: Nvidia buys $5B in Intel
#174Earlier quoted context omitted.
I don't think that's an apt comparison, given that Microsoft and Apple were more direct competitors than Intel and Nvidia; the latter have a more symbiotic relationship. I think the rationale is closer to the competitor of my competitor is my friend -- they face two threats by AMD growing larger in the CPU market: - a bigger R&D budget for their main competitor in the GPU market - since Nvidia doesn't have their own…
Here's Nvidia's CPUs, which are increasingly a required part of their data center offerings: https://www.nvidia.com/en-us/data-center/grace-cpu/
Required in that Nvidia would like to sell them to you. But customers seem to be hesitant and prefer x86-based DGX and similar systems. At least from what I've heard and seen.
Re: Nvidia buys $5B in Intel
#175Earlier quoted context omitted.
If you were a big enough customer you could get a SKU for you, too. E.g. hyperscalers have Xeons which are not available for any other customers for any price.
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…
Console makers only get trivial modifications. ASRock sold a cryptocurrency miner, the BC-250, with the PS5 APU, and it works just like any of their other APUs, albeit with limited driver support.
Re: Nvidia buys $5B in Intel
#176It feels like the end is in sight for dedicated graphics chips in consumer devices. Phones, consoles, and now Apple silicon are proving that SoC designs with unified memory and focused thermals are a winning strategy for efficiency and speed. Nvidia may be happy enough to move the graphics strategy onto an SoC and keep discrete boards just for AI.
Yes for efficiency, not for speed.
Re: Nvidia buys $5B in Intel
#177Earlier quoted context omitted.
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.
Re: Nvidia buys $5B in Intel
#178Microsoft bailing out Apple vibes.
This time around Nvidia should HOLDL the stock
Re: Nvidia buys $5B in Intel
#179Nana can stop spinning in her grave now, i think he just broke even....
Re: Nvidia buys $5B in Intel
#180I wonder what this means for Intel's Arc lineup. Would be a bit crazy to have privileged access to a competitor's roadmap through just owning a chunk of them. I also have to admit I really hope they dont cancel them. A triopoly is at least better than a duopoly (or realistically, a monopoly as AMD's competitiveness in gpus is pretty questionable)
imho the entire point of this for nvidia is to kill arc