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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#191

Post by tw04 »

justincormack wrote: post #184
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

>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

I'm sorry that's just not correct. Intel is literally just getting started in the GPU market, and their last several releases have been nearly exactly what people are asking for. Saying "they've lost" when the newest cards have been on the market for less than a month is ridiculous.

If they are even mediocre at marketing, the Arc Pro B50 has a chance to be an absolute game changer for devs who don't have a large budget:

https://www.servethehome.com/intel-arc-pro-b50-review-a-16gb...

I have absolutely no doubt Nvidia sees that list of "coming features" and will do everything they can to kill that roadmap.

Re: Nvidia buys $5B in Intel

#192

Post by unethical_ban »

MrBrobot wrote: post #161
unethical_ban wrote: post #144

Earlier quoted context omitted.

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 happenin…

My comment was only referring to the manner of implementation, not the positive or negative view of the investment.

It isn't the "method of communication". It's legislation vs. coercion (in the speculative scenario from the parent comment).

Re: Nvidia buys $5B in Intel

#193

Post by bogwog »

tremon wrote: post #83
imiric wrote: post #46

Earlier 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.

This is very short-sighted. The cards are improving, which can't really be said about AMD, the only other potential threat to Nvidia. It's also well known that Nvidia purposefully handicaps their consumer cards to avoid cannibalizing their enterprise cards. That means that the consumer market at least is not as efficient/optimal as it could be, so a competitor actually trying to compete (unlike AMD, apparently) should be able to do that without even having to out-innovate Nvidia or anything like that. Just get close on compute performance, but offer more VRAM or cheaper multi-gpu setups.

Re: Nvidia buys $5B in Intel

#195

Post by dontlaugh »

gregoryl wrote: post #126
JonChesterfield wrote: post #92

Earlier quoted context omitted.

None of their products are competitive, they fired the CEO who was meant to save them, fired tens of thousands of their engineers, sold off massive chunks of the company, they're still bleeding money and begging for state support? Also their network cards no longer work properly which is deeply aggravating as that used to be something I could rely on, just bought some realtek ones to work around the intel ones fallin…

I have bad news about realtek networking...

Realtek is actually alright nowadays, even on Linux.

Re: Nvidia buys $5B in Intel

#196

Post by kristianbrigman »

geertj wrote: post #54
fidotron wrote: post #27

Possibly more curious than the investment: > Nvidia will also have Intel build custom x86 data center CPUs for its AI products for hyperscale and enterprise customers. Hell has frozen over at Intel. Actually listening to people that want to buy your stuff, whatever next? Presumably someone over there doesn't want the AI wave to turn into a repeat of their famous success with mobile. In the event Intel ever do get US…

> Actually listening to people that want to buy your stuff, whatever next? This is very likely the new culture that LBT is bringing in. This can only be good.

It was intel culture at one time - when I started, everyone got a card to wear with your badge with intel values, there were only 6 and ‘customer orientation’ was one. It definitely influenced my personal development, but was clearly not adopted equally across the company.

Re: Nvidia buys $5B in Intel

#198

Post by sniffers »

dontlaugh wrote: post #188
buildbot wrote: post #177

Earlier quoted context omitted.

? 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.

The rog ally probably won't sell a million units. The switch will sell 100 million. The switch is the mobile market, like it or not.

Re: Nvidia buys $5B in Intel

#199

Post by MrBrobot »

unethical_ban wrote: post #192
MrBrobot wrote: post #161

Earlier quoted context omitted.

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 happenin…

My comment was only referring to the manner of implementation, not the positive or negative view of the investment. It isn't the "method of communication". It's legislation vs. coercion (in the speculative scenario from the parent comment).

Most regulation is effectively coercion. The difference is regulation isn’t easily rolled back, whereas the current approach to modifying behavior is (as we’ve seen, numerous times in the last few months even). One is more tolerant of failure than the other.

Re: Nvidia buys $5B in Intel

#200

Post by purpleflame1257 »

ComputerGuru wrote: post #150
throwawaythekey wrote: post #112

Earlier quoted context omitted.

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?

It was a typo for $. The Arc B580 competed with the 4060 at 50 dollars less MSRP and 4GB more vram
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