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Nvidia buys $5B in Intel

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Re: Nvidia buys $5B in Intel

#241

Post by baq »

prewett wrote: post #212
jonas21 wrote: post #194

NVDA stock is up 3.5% so far today, which is ~$150B, or slightly more than one Intel. $5B is pocket change in comparison.

Except that Nvidia, Inc. doesn't own any of that NVDA stock, other people do, and they cannot access that money. Nvidia, Inc. owns net profit, which is orders of magnitude less than market cap. Last year's net profit was just under $73 billion. ($5 billion is still very affordable, too be sure).

I think you may have missed AMC and TSLA; for quite a while their best selling products and biggest revenue drivers were their stock. Reflexivity is a thing; NVDA could issue 5, 10 or 20B and I don't think the price would move very much in this market. (Note that could change tomorrow.)

Re: Nvidia buys $5B in Intel

#242

Post by nxobject »

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)

USG's far more interested in (scare quotes intentional) "AI dominance", and pushing American tech to fuse to do so – damn the consumer.

Re: Nvidia buys $5B in Intel

#243

Post by Dylan16807 »

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

Other than the market segmentation over RAM amounts, I don't see very much difference. There's some but there's been some for a long time. Isn't AMD re-unifying their architectures?

Re: Nvidia buys $5B in Intel

#244

Post by NewJazz »

elAhmo wrote: post #237
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…

Regulators? In this administration? There is no such thing.

Wdym FCC just shut down that antifa Jimmothy Kimmithy.

Re: Nvidia buys $5B in Intel

#245

Post by mandevil »

DanielHB wrote: post #129
adrr wrote: post #116

Earlier quoted context omitted.

Someone could be interested. It could also be Global Foundries. High risk big reward bet which the government is willing to help mitigate some of the risk with funding. They just need to separate business units.

Not an expert in the area, but I think the highest of the high-end chips is a big market, but not the biggest market as revenue for fabs. It is just the most profitable part of the market. Maybe this changed with the AI race but there are plenty of people buying older chips by the millions for all sorts of products.

The key for getting (financial) value out of fabs is their time after they are the overtaken by the next node. The ability to keep the order book full after you have a better node is what pays off the fab. So its all the other chips- the chips for cars, for low-power internet connected devices, etc. that make the fab profitable. That is where TSMC's ability to work with different customers enables them to extract value from a fab that pure-play CPU makers struggle with.

Re: Nvidia buys $5B in Intel

#246

Post by mschuster91 »

PKop wrote: post #230
TheCoelacanth wrote: post #221

Earlier quoted context omitted.

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.

There have been reported cases where ICE just ignored people's legal residence status or that they also snatched up citizens who didn't have paperwork on them just for "walking while black".

ICE doesn't reliably make any distinction, not since they hired thugs off of the streets and issued arrest quotas. Doesn't matter if the arrested have to be released later on.

Re: Nvidia buys $5B in Intel

#247

Post by synergy20 »

smart move for nvidia, as amd is the true competitor, keeping using amd's cpu will just help to build up a competitor fast. also this helps intel to figure out its foundry business and it might work someday, which also benefits nvidia as now its only choice is tsmc.

Re: Nvidia buys $5B in Intel

#248

Post by numpad0 »

joz1-k wrote: post #96
scrlk wrote: post #36

> For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs. https://www.intc.com/news-events/press-releases/detail/1750/... What’s old is new again: back in 2017, Intel tried something similar with AMD (Kaby Lake-G). They paired a Kaby La…

RIP Arc and Gaudi. There is no other way how to read this. Fewer competitors => higher prices.

I just realized there's worse possibility. They might offer it as successor to xx50/60 RTX GPUs to unsupport CUDA on low ends.

Re: Nvidia buys $5B in Intel

#250

Post by JustExAWS »

mschuster91 wrote: post #97
fidotron wrote: post #81

Earlier quoted context omitted.

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…

> they have turned down various console makers The problem is, console manufacturers know precisely how much of their product they anticipate to sell, and it's usually a lot . The PlayStation 5 is 80 million units so far. And at that scale, the console manufacturers want to squeeze every vendor as hard as they can... and Intel didn't see the need to engage in a bidding war with AMD that would have given them a sizabl…

> The PlayStation 5 is 80 million units so far.

80 million in 5 years is a nothing burger as far as volume.

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