People have been talking about the concentration of risk in popular indices, now large caps are buying each other's stakes? Intel's stock is up 27% today..
Nvidia buys $5B in Intel
251–260 of 638 posts
Re: Nvidia buys $5B in Intel
#252Called it. I knew Nvidia had nowhere left to go, with that insanely high valuation, other than to start buying competitors and adjacent companies. I don't think this is the end, either.
Re: Nvidia buys $5B in Intel
#253Earlier 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…
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…
> It was an important enough market than when ALi introduced AMD chipsets that were better than Nvidia's they promptly bought the company and spun down operations.
This feels like a 'brand new sentence' to me because I've never met an ALi chipset that I liked. Every one I ever used had some shitty quirk that made VIA or SiS somehow more palatable [0] [1].
> Intel started releasing platforms with very little PCIe connectivity,
This is also a semi-weird statement to me, in that it was nothing new; Intel already had an established history of chipsets like the i810, 845GV, 865GV, etc which all lacked AGP. [2]
[0] - Aladdin V with it's AGP Instabilities, MAGiK 1 with it's poor handling of more than 2 or 3 'rows' of DDR (i.e. two double-sided sticks of DDR turned it into a shitshow no matter what you did to timings. 3 usually was 'ok-ish' and 2 was stable.)
[1] - SIS 730 and 735 were great chipsets for the money and TBH the closest to the AMD760 for stability.
[2] - If I had a dollar for every time I got to break the news to someone that there was no real way to put a Geforce or 'Radon' [3] in their eMachine, I could have had a then-decent down payment for a car.
[3] - Although, in an odd sort of foreshadowing, most people who called it a 'Radon', would specifically call it an AMD Radon... and now here we are. Oddly prescient.
Re: Nvidia buys $5B in Intel
#254There's a lot of concern in the comments here about what this means for ARC. The size of this investment while large isn't enough to warrant jeopardizing ARC though. Intel has a responsibility to all shareholders, and diminishing ARC would be a bad move for overall shareholder value.
If Nvidia did try to exert any pressure to scrap ARC, that would be both a huge financial and geopolitical scandal. It's in the best interest of the US to not only support Intel's local manufacturing, but also it's GPU tech.
Re: Nvidia buys $5B in Intel
#255This 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.
Oh, there absolutely is where freedom of the press is concerned. Look no further than the new 'bias monitor' at CBS.
Re: Nvidia buys $5B in Intel
#256This 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…
Right now, for the US national interests, our biggest concern is that Intel continues to exist. Intel has been making crappy GPUs for 25 years. They weren’t going to start making great GPUs now. Besides, who would actually use them if they don’t support CUDA? Everyone designs better GPUs than Intel - even Apple’s ARM GPUs have been outpacing Intel for a decade even before the M series.
> They weren’t going to start making great GPUs now.
But that's exactly what they started doing with Battlemage? It's competitive in its price range and was showing generational strides.
> Besides, who would actually use them if they don’t support CUDA?
ML is starting to trend away from CUDA towards Vulkan, even on Nvidia hardware, for practical reasons (e.g. performance overhead).
Re: Nvidia buys $5B in Intel
#257Earlier quoted context omitted.
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 GP…
The lastest Arc GPUs were doing good, and were absolutely an option for entry/mid level gamers. I think lack of maturity was one of the main things keeping sales down.
Re: Nvidia buys $5B in Intel
#258Re: Nvidia buys $5B in Intel
#259I won't trust Nvidia not doing it for nefarious purposes.
Re: Nvidia buys $5B in Intel
#260Earlier quoted context omitted.
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 h…
I remember when I was studying for an MBA.. a professor was talking about the intangible value of a brand .. and finance.. and how they would reflect on each other .. At some point we were decomposing the parts of a balance sheet and they asked if one could sell the goodwill to invest in something else .. and the answer was of course .. no… well.. America has proven us wrong .. the way you sell the goodwill is to bas…
We always called this “monetizing the brand” and it’s been annoying me since at least when Sperry when private equity and the shoes stopped being multi-year daily drivers