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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#221

Post by TheCoelacanth »

PKop wrote: post #136
mschuster91 wrote: post #110

Earlier quoted context omitted.

> This needlessly divisive and devoid of any factual basis. No gulags will exist and you know it. What about "Alligator Alcatraz", that has been called "concentration camp" [1] (so comparable with a gulag), or where the Korean detainees from the raid on the Hyundai/LG plant ended up, alleging utterly horrible conditions [2]? And there's bound to be more places like the latter, that was most likely just the tip of the…

Those people aren't American citizens, the comparison doesn't fit.

They didn't get due process, so there's no way to be sure that American citizens aren't getting sent there.

Re: Nvidia buys $5B in Intel

#222

Post by ErigmolCt »

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…

Spot on about the AI/mobile parallel. Intel sat out the smartphone wave while pretending it didn’t matter, and now they’re scrambling not to miss the AI train

Re: Nvidia buys $5B in Intel

#223

Post by 93po »

andsoitis wrote: post #77
Mistletoe wrote: post #38

Earlier quoted context omitted.

It’s the most important part of the story. It’s so gross that companies can just dilute and create stock out of thin air like this. Why hold stock in Intel if the only people that ever buy the real stock and create buy pressure are the plebs? Here is the previous time… > Intel stock experienced dilution because the U.S. government converted CHIPS Act grants into an equity stake, acquiring a significant ownership perc…

> It’s so gross that companies can just dilute and create stock out of thin air like this. To get money from the outside, you either have to take on debt or you have to give someone a share in the business. In this case, the board of directors concluded the latter is better. I don't understand why you think it is gross.

To get a share in the business, you can also just buy stock in the business like everyone else, not increasing the total share count or causing dilution. They chose not to do this because it would have been more expensive due to properly compensating existing shareholders. So it's spiritually just theft.

Re: Nvidia buys $5B in Intel

#224

Post by 93po »

geertj wrote: post #58
Mistletoe wrote: post #38

Earlier quoted context omitted.

It’s the most important part of the story. It’s so gross that companies can just dilute and create stock out of thin air like this. Why hold stock in Intel if the only people that ever buy the real stock and create buy pressure are the plebs? Here is the previous time… > Intel stock experienced dilution because the U.S. government converted CHIPS Act grants into an equity stake, acquiring a significant ownership perc…

> It’s so gross that companies can just dilute and create stock out of thin air like this. Intel is up 30% pre market on this news so I think the existing shareholders will be fine.

i stole $100 from you, but you later won a scratch off for $300, so my stealing was ok

Re: Nvidia buys $5B in Intel

#225

Post by bigyabai »

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.

You can take a Nintendo Switch 1, hack open the bootloader, and install Linux with Vulkan-compatible drivers.

Make no mistake - there is no reason to do this besides shortening the hardware lifespan with Box86. But it is possible, most certainly.

Re: Nvidia buys $5B in Intel

#226

Post by ErigmolCt »

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.

Yeah, it definitely has that “optics-first” vibe to it.

Re: Nvidia buys $5B in Intel

#228

Post by y-c-o-m-b »

lacoolj wrote: post #197

No way this doesn't get blocked by antitrust. This will make them way too large and Intel is already trying to sell off (US govt bought $10B couple weeks ago)

> No way this doesn't get blocked by antitrust

That action may cease to exist soon, especially after Vance is POTUS and the courts stacked with Peter Thiel loyalists that back his vision of anti-competition. Bet on it.

Re: Nvidia buys $5B in Intel

#229

Post by imiric »

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.

The B580 was released in December 2024, and the 4060 in May 2023. So not quite a two year difference.

While it doesn't quite compete at performance and power consumption, it does at price/performance and overall value. It is a $250 card, compared to the $300 of the 4060 at launch. You can still get it at that price, if there's stock, while the 4060 hovers around $400 now. It's also a 12GB card vs the 8GB of the 4060.

So, sure, this is not competitive at the high-end segment, but it's remarkable what they've accomplished in just a few years, compared to the decades that AMD and NVIDIA have on them. It's definitely not far fetched to assume that the gap would only continue to close.

Besides, Intel is not only competing at GPUs, but APUs, and CPUs. Their APU products are more performant and efficient than AMD's (e.g. 140V vs 890M).

Re: Nvidia buys $5B in Intel

#230

Post by PKop »

TheCoelacanth wrote: post #221
PKop wrote: post #136

Earlier quoted context omitted.

Those people aren't American citizens, the comparison doesn't fit.

They didn't get due process, so there's no way to be sure that American citizens aren't getting sent there.

Of course they're making that distinction but I'll accept your tacit agreement that it's ok as long as they're non citizens.
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