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Nvidia buys $5B in Intel

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271–280 of 638 posts

Re: Nvidia buys $5B in Intel

#271

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…

[deleted]

Re: Nvidia buys $5B in Intel

#272
post #191

Earlier 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…

I don't know what anybody would do with such a weak card.

My RTX 5090 is about 10x faster (measured by FP32 TFLOPS) and I still don't find it to be fast enough. I can't imagine using something so slow for AI/ML. Only 2.2 tokens/sec on an 8B parameter Llama model? That's slower than someone typing.

I get that it's a budget card, but budget cards are supposed to at least win on a pure price/performance ratio, even with a lower baseline performance. The 5090 is 10x faster but only 6-8x the price, depending on where in the $2-3,000 price range you can find one at.

Re: Nvidia buys $5B in Intel

#273
post #182

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 h…

It may be that Nvidia doesn’t really see Intel as a competitor. Intel serve a part of the GPU market that Nvidia has no interest in. This reminds me a bit of Microsoft’s investment into Apple. Microsoft avoided the scorn of regulators by keeping Apple around as a competitor and if they succeed, great, they make money off of the deal.

Re: Nvidia buys $5B in Intel

#274
post #190

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.

This is likely true in a vacuum, but US national security concerns means the US needs Intel.

Re: Nvidia buys $5B in Intel

#275

The reason why Nvidia is buying now does not have to do anything with Arc or GPU competition. There are mainly two reasons. 1) This year, Intel, TSMC, and Samsung announced their latest factories' yields. Intel was the earliest, with 18A, while Samsung was the most recent. TSMC yieled above 60%, Intel below 60%, and Samsung around 50% (but Samsung's tech is basically a generation ahead and technically more precise),…

I am curious where you get your information about Samsung being more “precise”.

I was recently looking into 2nm myself, and based on wikipedia article on 2nm, TSMC 2nm is about 50% more dense than the samsung and intel equivalent. They aren’t remotely the same thing. Samsung 2nm and Intel 18A are about as dense as TSMC 3nm, that’s been in production for years.

Re: Nvidia buys $5B in Intel

#278

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 US government is itself a major shareholder in Intel, and has every incentive to push Intel stock over its competitors. It's almost a certainty that Nvidia was forced into this deal by the government as well. We are way beyond regulation here.

Re: Nvidia buys $5B in Intel

#280
post #261

Earlier quoted context omitted.

Why does it matter if Intel exists if they can't compete? AMD exists. The only point of hoping they remain is to create an environment of competition as that drives development and progress. Though fair and free markets is not at all what the current regime in the US believes in, instead it will be consolidation, leading waste, and little innovation and progress.

AMD doesn’t have a foundery. They are irrelevant.

Well, I guess enjoy using your 3rd world Intel GPUs. A shitty foundery is irrelevant.
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