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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#181

Post by dagmx »

littlecranky67 wrote: post #167

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 prepar…

The regulators want this because it’s bolstering the last domestic owned fab.

Any down the road repercussions be damned from their perspective.

Re: Nvidia buys $5B in Intel

#182

Post by bogwog »

littlecranky67 wrote: post #167

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 prepar…

Intel had an opportunity to differentiate themselves by offering more VRAM than Nvidia is willing to put in their consumer cards. It seemed like that was where Battlemage was going.

But now, are they really going to undermine this partnership for that? Their GPUs probably aren't going to become a cash cow anytime soon, but this thing probably will. The mindset among American business leaders of the past two decades has been to prioritize short-term profits above all else.

Re: Nvidia buys $5B in Intel

#184

Post by justincormack »

littlecranky67 wrote: post #167

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 prepar…

Consumer gpus are totally different products from the high end gpus now. Intel has failed on the gpu market and has effectively zero market share, so it is not actually clear there is an antitrust issue in that market. It would be nice if there was more competition but there are other players like AMD and a long tail of smaller ones

Re: Nvidia buys $5B in Intel

#185

Post by rkomorn »

thescriptkiddie wrote: post #180
wheybags wrote: post #68

I 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

Which is arguably kind of weird because where is it actually competing with NVIDIA? A hypothetical future, I guess?

But also, does this amount of ownership even give them the ability to kill anything on Intel's roadmap without broad shareholder consensus (not that that's even how roadmaps are handled anyway)?

Re: Nvidia buys $5B in Intel

#187

Post by [deleted] »

wirybeige wrote: post #127
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…

Xe2 is superior to current AMD integrated already

[deleted]

Re: Nvidia buys $5B in Intel

#188

Post by dontlaugh »

buildbot wrote: post #177
whatevaa wrote: post #170

Earlier quoted context omitted.

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

? https://blogs.nvidia.com/blog/nintendo-switch-2-leveled-up-w...

The point stands, they're not willing to make something that could go in an ROG Ally, for example.

Re: Nvidia buys $5B in Intel

#189

Post by paganel »

jszymborski wrote: post #108
jasode wrote: post #85

Earlier 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.

That's how post-WW2 France was actually rebuilt. You could also see big hints of that in the US WW2 economic effort, which couldn't have been done without the Government taking a direct hold of things and instituting central-ish planning.

Re: Nvidia buys $5B in Intel

#190

Post by lvl155 »

littlecranky67 wrote: post #167

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 prepar…

Intel doesn’t deserve anything. They deserve to disappear based on how they ran the company as a monopoly. No lessons were learned.
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